Inflation and Economic Downside from Rising Energy and Resource Prices
First written in FY2022-Q1. 3 of 7 entries say "Worsened", first in FY2022-Q2. Latest entry: FY2024-Q1.
Hi-Lex moved to the "Worse" side of this theme in 2024, 1 year after the typical company in this theme (2023).
The whole theme swung hardest in 2022: 16 of 28 companies on the "Worse" side.
6 other companies' latest entry also says "Worsened".
- FY2024-Q1WorsenedAnnual report
「Meanwhile, concerns over inflation due to rising prices and interest rates in Europe and the United States, concerns over economic downside due to deterioration in China's property market and excessive debt, and their impact on the Asian economy」
Concerns over inflation due to rising prices and interest rates in Europe and the United States continue, while concerns over the deterioration of China's property market, excessive debt and spillover effects on the Asian economy are also noted, indicating a widening range of factors behind economic downside. - FY2023-Q3RestatedAnnual report
「Risk of economic downside from a prolonged global semiconductor shortage and higher resource prices」
The risk of economic downside from a prolonged semiconductor shortage and higher resource prices continues to be identified as a factor contributing to uncertainty in the global economy. - FY2023-Q2RestatedAnnual report
「In Europe, concerns remain over economic stagnation due to persistent inflation caused by uncertainty over energy supplies following the invasion of Ukraine, as well as the resulting impact of rising interest rates in various countries.」
Concerns over economic stagnation in Europe due to uncertainty over energy supplies, persistent inflation and rising interest rates continue to be reported. - FY2023-Q1WorsenedAnnual report
「In Europe, concerns remain over economic stagnation due to persistent inflation caused by uncertainty over energy supplies following the invasion of Ukraine, as well as the resulting impact of rising interest rates in various countries.」
In addition to persistent inflation caused by uncertainty over energy supplies, concerns over economic stagnation due to rising interest rates in various countries were explicitly identified, indicating that the impact of higher energy prices is spreading. - FY2022-Q3RestatedAnnual report
「The global economy during the nine-month consolidated cumulative period remained uncertain due to tensions surrounding trade issues between the United States and China, surging energy resource prices, the impact of COVID-19, concerns over a prolonged global semiconductor supply shortage and other factors.」
Surging energy resource prices continue to be identified, alongside trade issues, the infectious disease and the semiconductor shortage, as a factor contributing to uncertainty in the global economy. - FY2022-Q2WorsenedAnnual report
「The global economy during the six-month consolidated cumulative period remained uncertain due to tensions surrounding trade issues between the United States and China, surging energy resource prices, the impact of COVID-19, concerns over a prolonged global semiconductor supply shortage and other factors.」
Surging energy resource prices continue to be identified, alongside trade issues, the infectious disease and the semiconductor shortage, as a factor contributing to uncertainty in the global economy. - FY2022-Q1First statedAnnual report
「Although economic activity in the United States has been recovering due in part to the expansion of measures to address the infectious disease, concerns remain over a sharp acceleration in inflation and its impact on the economy due to shortages of goods in the market resulting from semiconductor shortages and disruptions in transportation networks, higher energy resource prices and other factors.」
Higher energy resource prices were explicitly identified independently for the first time in the explanation of the regional economy as a risk that could lead to a sharp acceleration in inflation and affect the economy.