POTENTIAL WINNERS AND LOSERS
Industry sectors that could prosper or suffer if Democrats gain control of Congress:
Winners
Government-sponsored enterprises
Dems favor less regulation for Fannie Mae, Freddie Mac
Life sciences providers
Dems support more generous funding of National Institutes of Health
Alternative energy
Dems worried about global warming
Life insurers
Dems don't support lower estate taxes, could boost insurance demand
Losers
Drugs/biotech
Dems want Medicare to negotiate drug prices
Oil/energy services
Dems favor energy conservation via taxes
Coal
Less efficient than natural gas, alternative fuels
Telecom
Dems favor "net neutrality," generally less friendly to big Bells
Student lending/ for-profit education
Dems favor direct lending, not-for-profit universities
Restaurants
Dems favor higher minimum wages, support obesity suits
Tobacco
Dems favor tougher regulation, support class-action suits
Property & casualty insurance
Dems less supportive of tort reform
Government information technology
Dems less supportive of outsourcing
Source: UBS
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