Sectoral Equity Indices & Market Analysis
6
Confidential/Restricted
9.0%
8.0%
7.0%
6.0%
5.0%
4.0%
3.0%
2.0%
1.0%
0.0%
Jan-19
Energy Price Index based
120.0
100.0
Dec-2021
Energy Price Movement (%) since Jan 2022
280.0
With tightening of
260.0
240.0
220.0
200.0
supply of Natural Gas
market due to Russia
Ukraine conflict, Natural
Gas prices moved up
sharply since Jan'22
180.0
160.0
140.0
Jan-2022
Feb-2022
Mar-2022
Apr-2022
-Natural Gas
May-2022
Jun-2022
Jul-2022
Unemployment Rate in the Euro Area has been
Apr-19
Jul-19
Oct-19
Jan-20
Apr-20
Jul-20
Oct-20
Jan-21
Apr-21
Jul-21
Oct-21
Jan-22
declining
166.6
Europe continues to struggle with stagflation and high energy costs, on the back of ongoing Russia-Ukraine Conflict
Aug-2022
Sep-2022
Source: Bloomberg
Oct-2022
3.0%
2.0%
1.0%
0.0%
-1.0%
-2.0%
Source: Cogensis
Apr-22
Jul-22
Oct-22
-3.0%
Ja n-21
Feb-21
Mar-21
Apr-21
May-21
Jun-21
Jul-21
Aug-21
Sep-21
Oct-21
Nov-21
0
CPI Inflation (% YoY)
2
864
Jan-21
Feb-21
Mar-21
Apr-21
May-21
Jun-21
Jul-21
Classification - Restricted
Inflation Trend In Euro Area
12
29
10
Aug-21
Sep-21
-Euro Area
UK
Oct-21
Nov-21
Dec-21
Jan-22
Feb-22
Mar-22
Apr-22
May-22
Increase in energy prices leading to
higher inflation and impacting
consumer sentiments in the region.
Jun-22
Jul-22
Aug-22
Sep-22
Source: Eurostat, ONS
Consumer Confidence Index
Consumer Confidence Index - Europe
0
-5
-10
-15
-20
-25 High inflation and interest rates led
to decline in Consumer Confidence
-30
-35
Sep-20
Nov-20
Jan-21
Euro
Mar-21
May-21
Industrial Production in Euro Area witnessing signs of
improvement
|
Europe has unveiled Euro 200
bn energy-assistance plan for its
households and businesses.
Despite
strong inflationary
headwind and cost of living
issues in Europe, Subsidy for
energy should help Consumer
and Industries.
Dec-21
Jan-22
Feb-22
Source: Bloomberg
Mar-22
Apr-22
May-22
Ju n-22
Ju +22
Aug-22
HDFC BANK RESEARCH
Classification - Restricted
HDFC BANK
We understand your world
Jul-21
Sep-21
Nov-21
Jan-22
Mar-22
May-22
Source: European Commission services
Jul-22
Sep-22View entire presentation