While the United States surprised many with its choice of President, once all the uncertainty has been resolved, we expect the result will eventually be positive. Based on the key issues on which now President-elect Trump campaigned, we would expect to see: 1) tax reform, particularly reducing the corporate tax rate; 2) fiscal stimulus, with a key focus on investing in infrastructure; 3) oil markets continue to recover, given President-elect Trump’s favourable view of fossil fuels; 4) healthcare providers to be impacted by the repeal of the Affordable Care Act (ObamaCare); 5) the banking sector to find some relief, given President-elect Trump is strongly against new regulations within financial services. In this report we explain why rates go higher, and two insurance stocks that stand to benefit. We also look at healthcare, oil and infrastructure, and why a focus on value is more important than ever. <a href="http://www.nikkoam.com.au/knowledge-dividend/nikko-am-aus-investment-research/what-trumps-win-means-for-australian-equities" target="_blank" data-event-type="click" data-event="link_click">(VIEW LINK)</a>