Possible scenario
Infrastructure Disruption Spreads
15% Chance
Flooding reaches more economically sensitive corridors around Bangkok, Ayutthaya, and Pathum Thani. The market reaction remains far smaller than the 2011 Thailand flood shock, but local logistics, manufacturing, and retail names come under pressure.
Secondary impacts
- Industrials -0.5%
- Technology -0.2%
- Consumer Cyclicals -0.2%
- Consumer Services -0.2%
- Non-Energy Materials -0.1%
- Utilities -0.1%
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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