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Taiwan’s Retail Investment Market Growth Opportunities, Analysis and Forecasts Report 2016-2021

Tuesday, November 15, 2016 1:15
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A Plunge in Stock Market Performance and weak economic data took a toll on Taiwanese wealth generation in 2015. However, a robust equity market recovery in 2016 has boosted the retail savings and investment market, with gains of almost 10% on the Taiwan Futures Exchange in the first nine months of 2016. Between 2016 and 2020, Taiwan’s Retail Investment Market is forecast to record a compound annual growth rate (CAGR) of 4.9%.

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Key Findings of Taiwan’s Retail Investment Market:

- Affluent individuals account for 25.9% of the population, with HNW individuals constituting just 0.45% of the total adult population. Affluent individuals hold 78% of the total wealth, or $987.2bn, of which the HNW share is around 29.8%.

- Over the forecast period, all asset classes are set to exceed economic growth. However, deposits are likely to decline as a proportion of savings, while investment holdings and equity mutual funds have recovered from a weak 2015 to see strong growth. Direct equity holdings will see the most growth over the next five years, recording a CAGR of 7.5%.

- Constituting only 0.9% and 2.6% respectively, bonds and mutual funds are strongly underrepresented in retail investors’ portfolios, and despite above market growth neither are likely to become important parts of portfolios anytime soon.

- HNW individuals in Taiwan allocate around 15% of their investible assets outside of traditional investments, mostly in property and alternatives. In 2016, life insurance also became a significant facet of investor portfolios, accounting for around 25%. Of alternative investments, property remains the most popular asset class, with new regulations pushing real estate investment trusts into the spotlight.

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Synopsis of Taiwan’s Retail Investment Market:

Verdict Financial’s “Wealth in Taiwan: Sizing the Market Opportunity 2016” analyzes the Taiwanese wealth and retail savings and investments markets, with a focus on the HNW segment. The report is based on our proprietary datasets.

Specifically, the report:

- Sizes the affluent market (both by number of individuals and the value of their liquid assets) using our proprietary datasets.

- Analyzes which asset classes are favored by Taiwanese investors and how their preferences impact the growth of the total savings and investments market.

- Examines HNW clients’ attitudes towards non-liquid investments such as property and commodities.

- Identifies key drivers and booking centers for offshore investments.


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Reasons to Buy Taiwan’s Retail Investment Market:

- Benchmark your share of the Taiwan wealth market against the current market size.

- Forecast your future growth prospects using our projections for the market to 2020.

- Identify your most promising client segment by analyzing penetration of affluent individuals in Taiwan.

- Evaluate your HNW proposition by understanding how the Taiwanese tax system will impact HNW clients.

- Review your offshore strategy by learning HNW motivations for offshore investments and their preferred booking centers.

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Detailed TOC of Wealth in Taiwan: Sizing the Market Opportunity 2016


  • Economic concerns suppressed retail investment holdings growth in 2015
  • Key findings
  • Critical success factors
  • HNW individuals are growing their wealth faster than the mass affluent segment
  • Affluent individuals in Taiwan account for 25.9% of the total adult population
  • In Taiwan affluent individuals hold 78% of liquid assets
  • Taiwanese HNW individuals held $294.1bn in liquid assets in 2015
  • The pace of growth of Taiwan’s retail investment market is picking up
  • After a tough 2015, the retail investment market is set to make a comeback
  • Despite the stock market recovery, investors are likely to remain cautious about returning to equities
  • Wealth is forecast to outperform market growth in spite of the poor economic outlook
  • Retail deposits have fallen slightly as the equity market improves
  • Deposits are expected to achieve a CAGR of 4.2% between 2016 and 2020
  • Abbreviations and acronyms
  • Supplementary data
  • Definitions
  • Affluent
  • Domicile
  • DTC
  • HNW
  • Liquid assets
  • Mass affluent
  • Measures of growth
  • Onshore
  • Residency
  • TIEAs
  • Methodology

And more…


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About Absolute Report:
Absolute Reports is an upscale platform to help key personnel in the business world in strategizing and taking visionary decisions based on facts and figures derived from in-depth market research. We are one of the top report resellers in the market dedicated towards bringing you an ingenious concoction of data parameters.

Mr. Ameya Pingaley

Absolute Reports
+1-408 520 9750
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