世邦魏理仕：2020年亚太地区房地产市场展望报告（英文版）（44页）.pdf

1、A P A C H C M C T H U R S D A Y , 9 J A N U A R Y 2 0 2 0 A S I A P A C I F I C REAL ESTATE 2030| ASIA PACIFICCBRE THE ASIAN CENTURY WILL COME 10 5 2 2 1 1 1 1 1 1 United States Japan Germany United Kingdom France China Italy Canada Mexico Brazil US$ trillion GDP 2000 REAL ESTATE 2030| ASIA PACIFICC

2、BRE THE ASIAN CENTURY WILL COME 15 6 6 3 3 2 2 2 2 2 United States China Japan Germany France United Kingdom Brazil Italy Russia Canada US$ trillion GDP 2010 REAL ESTATE 2030| ASIA PACIFICCBRE THE ASIAN CENTURY WILL COME 22 15 5 4 3 3 3 2 2 2 United States China Japan Germany United Kingdom India Fr

3、ance Italy Brazil Canada US$ trillion GDP 2020 REAL ESTATE 2030| ASIA PACIFICCBRE THE ASIAN CENTURY WILL COME 24 23 9 7 6 5 4 3 3 3 China United States India Japan Germany United Kingdom France Russia Indonesia Brazil US$ trillion GDP 2030 People REAL ESTATE 2030| ASIA PACIFICCBRE BABY BOOMERGENERAT

4、ION X MILLENNIALS GEN ZER Born 1946-1964 Born 1965-1984Born 1985-1997Born 1998-2014 THE ASIA PACIFIC WORKFORCE: FROM BABY BOOMERS TO GEN ZERS REAL ESTATE 2030| ASIA PACIFICCBRE -1.5% -1.0% -0.5% 0.0% 0.5% 1.0% 1.5% 2.0% 2.5% 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024

5、2025 2026 2027 2028 2029 2030 Growth in working age population India Asia Pacific China Japan Forecast Contraction ASIA PACIFICS WORKING POPULATION WILL STOP GROWING BY 2036 REAL ESTATE 2030| ASIA PACIFICCBRE BUT WE ARE LIVING LONGER REAL ESTATE 2030| ASIA PACIFICCBRE A HIGHER RETIREMENT AGE IS THE

6、SOLUTION -15% -10% -5% 0% 5% 10% 15% 20% 25% Australia Malaysia New Zealand Vietnam Singapore Thailand Japan Hong Kong China South Korea Indonesia Philippines India Working population change (2020-2030) Population aged 65-69 in 2030 Change in working population (2020 -2030) Net effect on working pop