THOUGHTS ON CHINA FISHER CENTER REAL ESTATE CONFERENCE SAN FRANCISCO APRIL 30, 2012 P ENINSULA R EAL...

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THOUGHTS ON CHINA FISHER CENTER REAL ESTATE CONFERENCE SAN FRANCISCO APRIL 30, 2012 PENINSULA REAL ESTATE CAPITAL ADVISORS HONG KONG SAN FRANCISCO TOKYO

Transcript of THOUGHTS ON CHINA FISHER CENTER REAL ESTATE CONFERENCE SAN FRANCISCO APRIL 30, 2012 P ENINSULA R EAL...

Page 1: 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.

THOUGHTS ON CHINA

FISHER CENTER

REAL ESTATE CONFERENCE

SAN FRANCISCO

APRIL 30, 2012

PENINSULA REAL ESTATE CAPITAL ADVISORSHONG KONG ● SAN FRANCISCO ● TOKYO

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GDP IN CURRENT US$

Source: World Bank, 2012

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ANNUAL GDP GROWTH

Source: World Bank, 2012

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GDP PER CAPITA, PPP

Source: World Bank, 2012

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ELECTRIC POWER CONSUMPTION

Source: World Bank, 2012

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CO2 EMISSIONS

Source: World Bank, 2012

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INTERNET USERS PER 100 PEOPLE

Source: World Bank, 2012

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MOBILE CELLULAR SUBSCRIPTIONS PER 100 PEOPLE

Source: World Bank, 2012

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PBOC RESERVES REQUIRED RATIO

Source: World Bank, 2012

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LENDING INTEREST RATE

Source: World Bank, 2012

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THE REAL PROBLEM---PART 1

Page 12: 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.

THE REAL PROBLEM---PART 1

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THE REAL PROBLEM---PART 1

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THE REAL PROBLEM---PART 2

Page 15: 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.

CHINESE HNWI

Source: China Merchants Bank and Bain High Net Worth Individuals Survey 2011

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INDIVIDUAL INVESTIBLE ASSETS

Source: China Merchants Bank and Bain High Net Worth Individuals Survey 2011

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CHINESE HNWI INDIVIDUAL INVESTABLE ASSETS

Source: China Merchants Bank and Bain High Net Worth Individuals Survey 2011

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LEAVING TOWN?

Source: China Merchants Bank and Bain High Net Worth Individuals Survey 2011

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THANK YOU!