Possible scenario
Transport Tourism Hit
20% Chance
Even if floodwaters do not escalate into a national industrial crisis, airport delays and road closures damage Thailand's near-term tourism and hospitality outlook. The impact is concentrated in airlines, hotels, airport services and urban retail rather than broad global markets.
Secondary impacts
- Consumer Services -0.3%
- Consumer Cyclicals -0.1%
Portfolio impact
S&P 500-0.0%
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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