http://www.reuters.com/article/vcCandidateFeed2/idUSTRE4A34K720081104LONDON (Reuters) - European building materials and construction stocks could be big gainers from a Barack Obama win in Tuesday's U.S. presidential election, while defense companies would get a boost if rival John McCain won, analysts said.
Democrat Obama led Republican McCain in five of eight key battleground states, according to a series of Reuters/Zogby polls as the two candidates face the verdict of U.S. voters following a long and bitter campaign.
"Obama would spend a lot of money on the public sector, which would be good for road builders. A landslide Obama win would also be good for retailers because it would come with a feel-good factor that would boost consumer spending," said Mark Bon, fund manager at Canada Life.
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