The entire economy will be affected if the government falls...
1) Increased corruption as it will be evidence of no action by kibaki & friends. Note his group control the financial strings (uhuru, kinyua, ndungu) of Kenya. (Banks will suffer from higher defaults)
2) Any violence means tourism (TPSEA & KQ) will suffer.
3) Farmers in RV will be reluctant to buy new tractors, lorries & pickups (CMC). Imports & exports suffer (Express)
4) Violence means loss of property. Insurance firms like Jubilee, Pan African & Kenya Re will see losses. Also add banks to this group as defaults rise since 'collateral' is destroyed.
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett