"Industrial stocks should benefit from the trend that is just starting to produce more goods onshore. Electric vehicles should also benefit from industrials. The emerging market demand will also help the industrial sector," says Jimmy Lee. "Railroad operating companies may see opportunities as energy and grain commodities continue to see high demand. Aerospace and defense companies may capitalize on increase in defense spending. Agricultural machine manufacturers could see demand increase domestically but are at the risk of slow demand internationally," Kevin Green adds.
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