Geopolitical Uncertainty from the Prolonged Invasion of Ukraine and the Israel-Hamas Conflict
First written in FY2024-Q3. 1 of 5 entries say "Restated". Latest entry: FY2026-H1.
The whole theme swung hardest in 2022: 46 of 79 companies on the "Worse" side.
2 other companies' latest entry also says "Other".
- FY2026-H1Update to items under monitoringAnnual report
「Concern over the impact and future developments of additional tariffs imposed by the Trump administration in the United States」
While continuing to monitor overseas developments, the current disclosure identifies the Trump administration’s additional tariffs and related developments as new items under monitoring, in terms of their impact on the domestic economy and local manufacturing. - FY2025Update to items under monitoringAnnual report
「Attention needs to be paid to the economic and foreign policies of the Trump administration in the United States and developments in overseas economies resulting from those policies, particularly the impact on domestic manufacturing of higher tariffs on automobiles and China.」
While continuing to monitor overseas developments, the current items under monitoring have changed from the conflicts in Ukraine and the Middle East to US economic and foreign policies, tariffs, China, and the automotive industry. - FY2025-H1Update to items under monitoringAnnual report
「We must also closely monitor the impact on the Japanese economy of overseas developments, including heightened geopolitical risks in the Middle East, China's economic slowdown and the outcome of the US presidential election.」
While continuing to monitor uncertainty arising from overseas developments, the current disclosure identifies the situation in the Middle East, the Chinese economy, and the US presidential election as items under monitoring. - FY2024RestatedAnnual report
「Geopolitical risks and uncertainty associated with conflicts in Ukraine and the Middle East remain high, and attention needs to be paid to the impact of these circumstances on the Japanese economy.」
The need to continue monitoring the geopolitical risks associated with conflicts in Ukraine and the Middle East, and their impact on the Japanese economy, has been reaffirmed. - FY2024-Q3First statedAnnual report
「Uncertainty remains high, with geopolitical risks becoming apparent through the prolonged Russian invasion of Ukraine and the outbreak of the Israel–Hamas conflict. The impact of overseas developments on the Japanese economy therefore continues to require close monitoring.」
The prolonged invasion of Ukraine and the outbreak of the Israel–Hamas conflict are cited as examples of geopolitical risks becoming apparent, and the need to monitor their impact on the Japanese economy is stated.