Possible scenario
Supply-chain pressure widens
21% Chance
Singapore's controller investigation expands beyond direct lawsuits into procurement, lending and ESG-screening pressure. The most exposed firms are palm-oil growers, pulp producers and financiers with Indonesia plantation exposure.
Secondary impacts
- Non-Energy Materials -0.8%
- Consumer Non-Cyclicals -0.8%
- Finance -0.3%
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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