Possible scenario
Orderly Cabinet Reshuffle
25% Chance
Anwar accepts Loke's resignation but contains the fallout by quickly appointing another senior figure to the transport portfolio. DAP stays in government, but investors mark down policy continuity in transport-linked sectors for one to two sessions.
Secondary impacts
- Industrials -0.4%
- Consumer Services -0.2%
- Finance -0.2%
Portfolio impact
S&P 500-0.1%
Each figure is the modeled move of the S&P 500 if the outcome occurs. For information only. Not investment advice.
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