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市場調查報告書

中國富裕階級的資產分配市場

HNWI Asset Allocation in China 2015

出版商 Wealthinsight 商品編碼 229602
出版日期 內容資訊 英文 63 Pages
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中國富裕階級的資產分配市場 HNWI Asset Allocation in China 2015
出版日期: 2015年11月07日 內容資訊: 英文 63 Pages
簡介

本報告提供中國的富裕階級(HNWI)資產管理市場相關分析、國內富裕階級的整體結構(人數、資產總額等等)資產分配(資產分配)情形、市場趨勢的實際成果值、預測值(過去、今後5年份)、各層級的詳細趨勢的調查評估。

第1章 簡介

第2章 摘要整理

第3章 富裕階級市場基礎資訊

  • 經濟背景
  • 政治背景
  • 全球整體和狀況比較
    • 中國國內的財富分配情形
  • 富裕階級的人數、資產趨勢

第4章 WealthInsight的富裕階級資料庫調查結果

  • 富裕階級(HNWI)的資產趨勢(今後5年份)
    • 富裕階級趨勢分析
    • 各階層趨勢
    • 富裕階級的人口組成
    • 職位
    • 各產業明細
    • 各產業成長實際成果
    • 各城市的富裕階級
    • 各都市的成長實際成果
    • 各城市的富裕階級的人口密度
    • 各都市的成長預測
  • 超級富豪階級(UHNWI)
    • 人數趨勢分析
    • 資產趨勢分析
    • 人口組成
    • 各產業明細
    • 各都市的明細、實際成果
  • 超級富豪階級:億萬富翁(資產10億美元以上)
    • 人數趨勢分析
    • 資產趨勢分析
    • 人均淨資產趨勢分析
    • 億萬富翁的一覽
  • 超級富豪階級:中階億萬富翁(資產1億∼10億美元)
  • 超級富豪階級:富裕的百萬富翁(資產3000萬∼1億美元)
  • 核心富裕階級(Core HNWI)
    • 人數趨勢分析
  • 核心富裕階級:中階百萬富翁(資產500萬∼3000萬美元)
  • 核心富裕階級:低階百萬富翁(資產100萬∼500萬美元)

第5章 附錄

  • 中國的資產管理市場追加的部門
    • 慈善事業
  • 課稅法規
  • 移民、投資、僱用相關法規
  • 主要的推動因素
    • 匯率(人民幣/美美元)
    • 實質GDP成長率
    • 人均GDP
    • 國內股市的市值
    • 商品價格指數
    • 海外直接投資(FDI):對外/對內
    • 通貨膨脹率
    • 利率
    • 國際收支
    • 政府債務
    • 股市實際成果
  • 資產的明細

第6章 關於 WealthInsight

圖表

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目錄
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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