THOUGHTS ON CHINA FISHER CENTER REAL ESTATE CONFERENCE SAN FRANCISCO APRIL 30, 2012 P ENINSULA R EAL E STATE C APITAL A DVISORS H ONG K ONG ● S AN F RANCISCO ● T OKYO
* GDP IN C URRENT US$ Source: World Bank, 2012
A NNUAL GDP G ROWTH Source: World Bank, 2012
GDP PER C APITA, PPP Source: World Bank, 2012
E LECTRIC P OWER C ONSUMPTION Source: World Bank, 2012
CO2 E MISSIONS Source: World Bank, 2012
I NTERNET U SERS P ER 100 P EOPLE Source: World Bank, 2012
M OBILE C ELLULAR S UBSCRIPTIONS P ER 100 P EOPLE Source: World Bank, 2012
PBOC R ESERVES R EQUIRED R ATIO Source: World Bank, 2012
L ENDING I NTEREST R ATE Source: World Bank, 2012
THE REAL PROBLEM---PART 1
THE REAL PROBLEM---PART 2
C HINESE HNWI Source: China Merchants Bank and Bain High Net Worth Individuals Survey 2011
I NDIVIDUAL I NVESTIBLE A SSETS Source: China Merchants Bank and Bain High Net Worth Individuals Survey 2011
C HINESE HNWI I NDIVIDUAL I NVESTABLE A SSETS Source: China Merchants Bank and Bain High Net Worth Individuals Survey 2011
L EAVING T OWN ? Source: China Merchants Bank and Bain High Net Worth Individuals Survey 2011
THANK YOU!