Why now is the time to reconsider China


中国の経済成長は、テクノロジー、データ、科学などの革新な技術によってますます促進されています。 市場も同様に成長し続けており、世界の金融システムの一部として統合されようとしています。

Innovation and transformation: key drivers of China’s growth

電子商取引、バイオテクノロジー、電気自動車などの先進的な製造業は、従来の製造業よりも中国経済に大きな価値をもたらすことが期待されます。これらの分野で中国は、高いリーダーシップを発揮することでしょう。

中国経済の変遷

What will the "China of the future" look like?

中国の最も重要な変革の取り組みには、中国ブランドの台頭、持続可能性の重視、先進技術におけるリーダーシップに対するコミットメントなどがあります。

  • 製品品質の向上がローカルブランドの優位性を高める
  • 2010年に中国で販売されたスマートフォンのうち、国産ブランドはわずか10%だったが、現在では90%近くに及ぶ

  • 中国は、2060年までにカーボンニュートラルを達成することを計画(CO2のピークは2030年以前)
  • 中国は過去10年間で、再生可能エネルギーへの最大の投資国となる

  • ヘルスケア:医薬品開発が急増、中国は世界最大の遺伝子データバンクに
  • 暗号通貨:世界の主要経済圏で最初に真のデジタル通貨が登場することに注目

How China can help diversify your investments

Icon: directions 中国の市場は、歴史的に他の主要市場との相関性が低く、異なる方向に動くことが多いです。そのため、高い分散効果が期待されます。

Icon:chart 深セン市場や香港市場から、ナスダックのような主要市場まで、様々な取引所で株式を購入することができます。

Icon: coins 債券は、オンショア、オフショア、米国通貨建て、中国通貨建てなどがあり、多様な分散投資の目的達成に役立つことが期待されます。



What will the "China of the future" look like?

様々な側面でユニークな市場である中国は、多くの投資家にとってまだ馴染みのない国です。この地域の特性を理解している人とパートナーを組むことが重要です。アリアンツ・グローバル・インベスターズでは、中国やアジア各地に特派員を配置しているグラスルーツ®リサーチチームによる独自のインサイトを含め、豊富なリサーチ能力を有しています。

アリアンツ・グローバル・インベスターズの中国における取り組み

中国関連のインサイトをもっと探す

当社の専門家が定期的に中国に関する投資インサイトを提供し、この地域に関する最新情報を提供します。

2021/07/29 | China insights

続きを読む。

2021/09/09 | China insights

続きを読む。

2021/07/29 | China insights

続きを読む。

  • Infograph: 中国経済の変遷
    1. Source: eMarketer. Data as at 2020.
    2. Source: Statista. Data as at 2020.
    3. Source: Asian Bonds Online. Data as at 31 December 2020.
    4. Source: World's Top Exports. Data as at 2019.
    5. Source: OECD, Allianz Global Investors. Data as at 2018.
    6. Source: World Intellectual Property Organization. Data as at December 2019.
    7. Source: Goldman Sachs. Data as at July 2020.
    8. Source: Hurun Research Institute, Nikkei Asia review. Data as at 2019.
    9. Source: Belfer Center for Science & International Affairs.
    10. Source: IMF. Data as at 2021.


    Infograph: アリアンツ・グローバル・インベスターズの中国における取り組み
    Source: Allianz Global Investors. Assets under management data as at 31 January 2021.

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