1) Commodities - Rubber/ Palm oil due to restricted supply
2) Building material for reconstruction
1) General Insurer if loss from flood is covered - Business loss of profits/ Property damage
2) REIT with high exposure in flooded areas
3) Utilities - Cost of repair of infrastructure?
4) Banks - Potential NPL exposure
This post has been edited by mych: Dec 30 2014, 11:03 AM
Biggest looser/Winner from Floods