表紙
市場調査レポート

中国における富裕層のアセットアロケーション市場

HNWI Asset Allocation in China 2015

発行 Wealthinsight 商品コード 229602
出版日 ページ情報 英文 63 Pages
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中国における富裕層のアセットアロケーション市場 HNWI Asset Allocation in China 2015
出版日: 2015年11月07日 ページ情報: 英文 63 Pages
概要

当レポートでは、中国の富裕層(HNWI)向け資産管理市場について分析し、同国の富裕層の全体的な構造(人数・資産総額など)や資産分配(アセットアロケーション)状況、市場動向の実績値・予測値(過去・今後5年間分)、階層別の詳細動向について調査・推計しております。

第1章 イントロダクション

第2章 エグゼクティブサマリー

第3章 富裕層市場の基礎情報

  • 経済的背景
  • 政治的背景
  • 世界全体との状況の比較
    • 中国国内の富の分配状況
  • 富裕層の人数・資産の動向

第4章 WealthInsightの富裕層データベースの調査結果

  • 富裕層(HNWI)の資産の動向(今後5年間分)
    • 富裕層の動向の分析
    • 各階層の動向
    • 富裕層の人口構成
    • 役職
    • 産業別の内訳
    • 産業別の成長実績
    • 各都市の富裕層
    • 都市別の成長実績
    • 各都市の富裕層の人口密度
    • 都市別の成長予測
  • 超富裕層(UHNWI)
    • 人数動向分析
    • 資産動向分析
    • 人口構成
    • 産業別の内訳
    • 都市別の内訳・実績
  • 超富裕層:億万長者(資産10億米ドル以上)
    • 人数動向分析
    • 資産動向分析
    • 1人当たり純資産の動向分析
    • 億万長者の一覧
  • 超富裕層:センチミリオネア(資産1億〜10億米ドル)
  • 超富裕層:裕福な百万長者(資産3000万〜1億米ドル)
  • 中核富裕層(Core HNWI)
    • 人数動向分析
  • 中核富裕層:中間層百万長者(資産500万〜3000万米ドル)
  • 中核富裕層:下層百万長者(資産100万〜500万米ドル)

第5章 付録

  • 中国の資産管理市場の追加的部門
    • フィランソロピー
  • 課税規制
  • 移民・投資・雇用に関する規制
  • 主な促進要因
    • 為替レート(人民元/米ドル)
    • 実質GDP成長率
    • 1人当たりGDP
    • 国内株式市場の時価総額
    • 商品価格指数
    • 海外直接投資(FDI):対外/対内
    • インフレ率
    • 利子率
    • 国際収支
    • 政府債務
    • 株式市場実績
  • 資産の内訳

第6章 WealthInsightについて

図表

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目次
Product Code: WI0349MR

Summary

  • This report is the result of WealthInsight's extensive research covering the high net worth individual (HNWI) population and wealth management market in China.
  • The report focuses on HNWI performance between the end of 2010 and the end of 2014. This enables us to determine how well the country's HNWIs have performed through the crisis.

Scope

  • Independent market sizing of China HNWIs across five wealth bands
  • HNWI volume and wealth trends from 2010 to 2014
  • HNWI volume and wealth forecasts to 2019
  • HNWI and UHNWI asset allocations across 13 asset classes
  • Insights into the drivers of HNWI wealth

Reasons To Buy

  • The HNWI Asset Allocation in China 2015 is an unparalleled resource and the leading resource of its kind. Compiled and curated by a team of expert research specialists, the database comprises dossiers on over 60,000 HNWIs from around the world.
  • With the wealth report as the foundation for our research and analysis, we are able obtain an unsurpassed level of granularity, insight and authority on the HNWI and wealth management universe in each of the countries and regions we cover.
  • Report includes comprehensive forecasts to 2019.

Key Highlights

  • Equities was the largest asset class for Chinese HNWIs in 2014, with 29.2% of total HNWI assets, followed by real estate with 28.9%, business interests with 22.0%, cash and deposits with 13.2%, fixed-income with 3.6% and alternatives with 3.1%.
  • Equities, business interests and real estate recorded growth at respective review-period rates of 136.8%, 121.8% and 109.8%.
  • Alternative assets held by Chinese HNWIs decreased during the review period, going from 3.4% of total HNWI assets in 2010 to 3.1% in 2014. HNWI allocations to commodities decreased from 1.8% to 1.5% of total assets over the same period.
  • Allocations in commodities are expected to decline over the forecast period, to reach 1.1% of total HNWI assets by 2019, as global liquidity will tighten due to a forecast near-term drop in demand for raw materials from China.
  • Chinese HNWI liquid assets amounted to US$2.2 trillion in 2014, representing 46.0% of wealth holdings.

Table of Contents

1. Introduction

  • 1.1. Details of this Report
  • 1.2. Definitions

2. Executive Summary

3. Wealth Sector Fundamentals

  • 3.1. Political Background
  • 3.2. Economic Background
  • 3.3. Benchmarking Chinese Wealth in Context
    • 3.3.1. Distribution of wealth in China
  • 3.4. HNWI Volume and Wealth Trends

4. Analysis of Chinese HNWI Investments

  • 4.1. Analysis by Asset Class
    • 4.1.1. Trends in alternative assets
    • 4.1.2. Trends in 'art, wine and wheels'
    • 4.1.3. Trends of investments in real estate
    • 4.1.4. Trends of investments in cash and deposits
    • 4.1.5. Trends of investments in fixed-income
    • 4.1.6. Investment trends in equity
    • 4.1.7. Investments trends in business interests
  • 4.2. Analysis of Foreign Investments
    • 4.2.1. Investments in Europe
    • 4.2.2. Investments in North America (including the US, Mexico and the Caribbean)
    • 4.2.3. Investments in the Asia-Pacific
    • 4.2.4. Investments in South America
    • 4.2.5. Investments in the Middle East
    • 4.2.6. Investments in Africa
  • 4.3. Alternative Breakdown: Liquid vs Investable Assets
  • 4.4. Analysis of Chinese UHNWI Investments

5. Appendix

  • 5.1. Additional Components of the Wealth Sector in China
    • 5.1.1. Philanthropy
  • 5.2. Tax Regulations
  • 5.3. Regulations Related to Immigration, Investment and Employment
  • 5.4. Key Drivers
    • 5.4.1. CNY to US$ exchange rate
    • 5.4.2. Real GDP growth
    • 5.4.3. Per capita GDP
    • 5.4.4. Domestic market capitalization
    • 5.4.5. Commodity index
    • 5.4.6. Foreign direct investments - inflow and outflow
    • 5.4.7. Inflation rate
    • 5.4.8. Interest rate
    • 5.4.9. Balance of payments
    • 5.4.10. Government debt
    • 5.4.11. Stock market performance
  • 5.5. Wealth Breakdowns

6. About WealthInsight

List of Tables

  • Table 1: HNWI Wealth Band and Group Definitions
  • Table 2: Regions in China by Population (Volume), 2014
  • Table 3.: Chinese Allocations of HNWI Assets (%), 2010-2019
  • Table 4: Chinese HNWI Holdings Growth (%), 2010-2019
  • Table 5: Chinese HNWI Alternative Asset Composition (%), 2010-2019
  • Table 6: Chinese HNWI Trends of Investments in Alternative Assets (%), 2010-2019
  • Table 7: Chinese Trends in 'Art, Wine and Wheels', 2010-2014
  • Table 8: Global Prime Real Estate Prices per m2 (US$), 2012
  • Table 9: Chinese HNWI Foreign Investment Allocations (%), 2010-2019
  • Table 10: Chinese HNWI Liquidity Breakdown (US$ Billion), 2010-2019
  • Table 11: Chinese HNWI Liquidity Breakdown (%), 2010-2019
  • Table 12: Chinese UHNWI Allocations and Share of HNWI Assets (%), 2014
  • Table 13: Chinese Income Tax Bands (RM), 2014-2014
  • Table 14: CNY per US$ Exchange Rate, 2010-2019
  • Table 15: Chinese Real GDP Growth (%), 2010-2019
  • Table 16: Chinese GDP per Capita (US$), 2010-2019
  • Table 17: Chinese Domestic Market Capitalization (US$ Billion), 2010-2014
  • Table 18: Chinese Commodity Indices, 2010-2019
  • Table 19: Chinese Foreign Direct Investment (US$ Billion), 2007-2011
  • Table 20: Chinese Inflation Rate (%), 2010-2019
  • Table 21: Chinese Money Market Rate (%), 2010-2019
  • Table 22: Chinese Balance of Payments (US$ Billion), 2010-2014
  • Table 23: Chinese Government Debt as a Percentage of GDP, 2010-2019
  • Table 24: Chinese Stock Market Performance, 2010-2014
  • Table 25: Chinese HNWI Wealth vs GDP Ratio, 2010-2019
  • Table 26: China - Appendix One
  • Table 27: China - Appendix Two

List of Figures

  • Figure 1: HNWI Wealth Band Definitions
  • Figure 2: Map of China
  • Figure 3: Chinese Asset Price Performance (%), 2010-2014
  • Figure 4: Chinese HNWI Performance (US$ Billions and HNWI Volume), 2010-2019
  • Figure 5: Chinese vs Global HNWIs (%), 2010-2019
  • Figure 6: Chinese HNWI Asset Class Composition (%), 2010-2019
  • Figure 7: Chinese HNWI Trends in Alternative Assets (US$ Billion), 2010-2019
  • Figure 8: Chinese Trends in 'Art, Wine and Wheels', 2010-2014
  • Figure 9: Chinese HNWI Foreign Investment Allocation and Growth (%), 2014
  • Figure 10: Chinese HNWI Global Distribution of Foreign Investments (%), 2010-2019
  • Figure 11: Chinese HNWI Liquidity Breakdown (%), 2010-2019
  • Figure 12: Chinese UHNWI Asset Class Composition (%), 2010-2019
  • Figure 13: CNY to US$ Exchange Rate, 2010-2019
  • Figure 14: Chinese Real GDP Growth (%), 2010-2019
  • Figure 15: Chinese GDP per Capita (US$), 2010-2019
  • Figure 16: Chinese Domestic Market Capitalization (US$ Billion), 2010-2014
  • Figure 17: Chinese Commodity Indices, 2010-2019
  • Figure 18: Chinese Foreign Direct Investment (US$ Billion), 2007-2011
  • Figure 19: Chinese Inflation Rate (%), 2010-2019
  • Figure 20: Chinese Money Market Rate (%), 2010-2019
  • Figure 21: Chinese Balance of Payments (US$ Billion), 2010-2014
  • Figure 22: Chinese Government Debt as a Percentage of GDP, 2010-2019
  • Figure 23: Chinese Stock Market Performance, 2010-2014
  • Figure 24: Chinese HNWI Wealth vs GDP Ratio, 2010-2019
  • Figure 25: Chinese HNWIs - Volume by Wealth Band, 2010-2019
  • Figure 26: Chinese HNWIs - Wealth by Wealth Band (US$ Billion), 2010-2019
  • Figure 27: Chinese HNWIs - Wealth per Capita (US$ Million), 2010-2019
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