‘Inflation’ Mentioned Most Since 2003 in Asia Earnings Calls

  • Cost increases mentioned 282 times so far this results season
  • Raw material prices, labor shortages an issue for some firms
The South Beach complex developed by City Developments Ltd. in Singapore.Photographer: Lauryn Ishak/Bloomberg
Lock
This article is for subscribers only.

The word “inflation” has popped up on Asian companies’ earnings calls this reporting season the most in at least 18 years.

It’s been mentioned 282 times in the transcripts of analyst briefings for companies on the MSCI Asia Pacific Index in the quarter ending September, according to data compiled by Bloomberg. That’s the most since at least 2003, beating the previous record of 268 mentions during January to March of 2017.