Retail Savings & Investments: Global Industry Guide
Datamonitor's Retail Savings & Investments: Global Industry Guide is an essential resource for top-level data and analysis covering the retail savings & investments industry. It includes detailed data on market size and segmentation, textual analysis of the key trends and competitive landscape, and profiles of the leading companies. This incisive report provides expert analysis on a global, regional and country basis.
Scope of the Report
* Contains an executive summary and data on value, volume and segmentation
* Provides textual analysis of the industry's prospects, competitive landscape and profiles of the leading companies
* Incorporates in-depth five forces competitive environment analysis and scorecards
* Covers the Global, European and Asia-Pacific markets as well as individual chapters on 5 major markets (France, Germany, Japan, the UK and the US).
* Includes a five-year forecast of the industry
Highlights
The Global retail savings and investments market grew by 5.1% in 2007 to reach a value of $57,361.5 billion.
In 2012, the Global retail savings and investments market is forecast to have a value of $74,899 billion, an increase of 30.6% since 2007.
Deposits form the largest segment of the Global Retail Savings & Investments market, accounting for 49.9% of the market's value.
The America's account for 46.6% of the Global market's value.
Why you should buy this report
* Spot future trends and developments
* Inform your business decisions
* Add weight to presentations and marketing materials
* Save time carrying out entry-level research
Market Definition
This retail savings and investment market profile covers four non-life retail savings and investment products: deposits, mutual funds, direct investment in equity and direct investment in bonds. The market is valued as the total amount invested in these four products at the end of each year. Any currency conversions used in this report have been calculated using constant 2006 annual average exchange rates.
For the purpose of this report the Americas comprise Brazil, Canada, Mexico and the US.
Europe comprises Belgium, the Czech Republic, Denmark, France, Germany, Hungary, Italy, Netherlands, Norway, Poland, Russia, Spain, Sweden and the UK.
Asia-Pacific comprises Australia, China, Japan, India, Singapore, South Korea and Taiwan.
The global market comprises the Americas, Asia-Pacific and Europe.
Table of Contents
CHAPTER 1 Introduction 18
1.1 What is this report about? 18
1.2 Who is the target reader? 18
1.3 How to use this report 18
1.4 Definitions 19
CHAPTER 2 Global Retail Savings & Investments 20
2.1 Market Overview 20
2.2 Market Value 22
2.3 Market Segmentation I 23
2.4 Market Segmentation II 24
2.5 Five Forces Analysis 25
2.6 Market Forecasts 31
CHAPTER 3 Retail Savings & Investments in Asia-Pacific 32
3.1 Market Overview 32
3.2 Market Value 34
3.3 Market Segmentation I 35
3.4 Market Segmentation II 36
3.5 Five Forces ANalysis 37
3.6 Market Forecasts 43
CHAPTER 4 Retail Savings & Investments in Europe 44
4.1 Market Overview 44
4.2 Market Value 46
4.3 Market Segmentation I 47
4.4 Market Segmentation II 48
4.5 Five Forces Analysis 49
4.6 Market Forecasts 55
4.7 Macroeconomic Indicators 56
CHAPTER 5 Retail Savings & Investments in France 57
5.1 Market Overview 57
5.2 Market Value 59
5.3 Market Segmentation I 60
5.4 Market Segmentation II 61
5.5 Five Forces Analysis 62
5.6 Market Forecasts 68
5.7 Macroeconomic Indicators 69
CHAPTER 6 Retail Savings & Investments in Germany 71
6.1 Market Overview 71
6.2 Market Value 73
6.3 Market Segmentation I 74
6.4 Market Segmentation II 75
6.5 Five Forces Analysis 76
6.6 Market Forecasts 82
6.7 Macroeconomic Indicators 83
CHAPTER 7 Retail Savings & Investments in Japan 85
7.1 Market Overview 85
7.2 Market Value 87
7.3 Market Segmentation I 88
7.4 Market Segmentation II 89
7.5 Five Forces Analysis 90
7.6 Market Forecasts 96
7.7 Macroeconomic Indicators 97
CHAPTER 8 Retail Savings & Investments in the United Kingdom 98
8.1 Market Overview 98
8.2 Market Value 100
8.3 Market Segmentation I 101
8.4 Market Segmentation II 102
8.5 Five Forces Analysis 103
8.6 Market Forecasts 109
8.7 Macroeconomic Indicators 110
CHAPTER 9 Retail Savings & Investments in the United States 112
9.1 Market Overview 112
9.2 Market Value 114
9.3 Market Segmentation I 115
9.4 Market Segmentation II 116
9.5 Five Forces Analysis 117
9.6 Market Forecasts 124
9.7 Macroeconomic Indicators 125
CHAPTER 10 COMPANY PROFILES 126
10.1 Leading Companies 126
CHAPTER 11 Appendix 139
11.1 Data Research Methodology 139
11.2 Report writing team 140
List of Tables
Table 1: Global Retail Savings & Investments Market Value: $ billion, 2003-2007 22
Table 2: Global Retail Savings & Investments Market Segmentation I: % Share, by Value, 2007 23
Table 3: Global Retail Savings & Investments Market Segmentation II: % Share, by Value, 2007 24
Table 4: Global Retail Savings & Investments Market Value Forecast: $ billion, 2007-2012 31
Table 5: Asia-Pacific Retail Savings & Investments Market Value: $ billion, 2003-2007 34
Table 6: Asia-Pacific Retail Savings & Investments Market Segmentation I: % Share, by Value, 2007 35
Table 7: Asia-Pacific Retail Savings & Investments Market Segmentation II: % Share, by Value, 2007 36
Table 8: Asia-Pacific Retail Savings & Investments Market Value Forecast: $ billion, 2007-2012 43
Table 9: Europe Retail Savings & Investments Market Value: $ billion, 2003-2007 46
Table 10: Europe Retail Savings & Investments Market Segmentation I: % Share, by Value, 2007 47
Table 11: Europe Retail Savings & Investments Market Segmentation II: % Share, by Value, 2007 48
Table 12: Europe Retail Savings & Investments Market Value Forecast: $ billion, 2007-2012 55
Table 13: Europe Exchange Rate, 2003 56
Table 14: France Retail Savings & Investments Market Value: $ billion, 2003-2007 59
Table 15: France Retail Savings & Investments Market Segmentation I: % Share, by Value, 2007 60
Table 16: France Retail Savings & Investments Market Segmentation II: % Share, by Value, 2007 61
Table 17: France Retail Savings & Investments Market Value Forecast: $ billion, 2007-2012 68
Table 18: France Size of Population (million) , 2003-2007 69
Table 19: France GDP (Constant 2000 Prices, $ billion), 2003-2007 69
Table 20: France Inflation, 2003-2007 69
Table 21: France Exchange Rate, 2003 70
Table 22: Germany Retail Savings & Investments Market Value: $ billion, 2003-2007 73
Table 23: Germany Retail Savings & Investments Market Segmentation I: % Share, by Value, 2007 74
Table 24: Germany Retail Savings & Investments Market Segmentation II: % Share, by Value, 2007 75
Table 25: Germany Retail Savings & Investments Market Value Forecast: $ billion, 2007-2012 82
Table 26: Germany Size of Population (million) , 2003-2007 83
Table 27: Germany GDP (Constant 2000 Prices, $ billion), 2003-2007 83
Table 28: Germany Inflation, 2003-2007 83
Table 29: Germany Exchange Rate, 2003 84
Table 30: Japan Retail Savings & Investments Market Value: $ billion, 2003-2007 87
Table 31: Japan Retail Savings & Investments Market Segmentation I: % Share, by Value, 2007 88
Table 32: Japan Retail Savings & Investments Market Segmentation II: % Share, by Value, 2007 89
Table 33: Japan Retail Savings & Investments Market Value Forecast: $ billion, 2007-2012 96
Table 34: Japan Size of Population (million) , 2003-2007 97
Table 35: Japan GDP (Constant 2000 Prices, $ billion), 2003-2007 97
Table 36: Japan Exchange Rate, 2003 97
Table 37: United Kingdom Retail Savings & Investments Market Value: $ billion, 2003-2007 100
Table 38: United Kingdom Retail Savings & Investments Market Segmentation I: % Share, by Value, 2007 101
Table 39: United Kingdom Retail Savings & Investments Market Segmentation II: % Share, by Value, 2007 102
Table 40: United Kingdom Retail Savings & Investments Market Value Forecast: $ billion, 2007-2012 109
Table 41: United Kingdom Size of Population (million) , 2003-2007 110
Table 42: United Kingdom GDP (Constant 2000 Prices, $ billion), 2003-2007 110
Table 43: United Kingdom Inflation, 2003-2007 110
Table 44: United Kingdom Exchange Rate, 2003 111
Table 45: United States Retail Savings & Investments Market Value: $ billion, 2003-2007 114
Table 46: United States Retail Savings & Investments Market Segmentation I: % Share, by Value, 2007 115
Table 47: United States Retail Savings & Investments Market Segmentation II: % Share, by Value, 2007 116
Table 48: United States Retail Savings & Investments Market Value Forecast: $ billion, 2007-2012 124
Table 49: United States Size of Population (million) , 2003-2007 125
Table 50: United States GDP (Constant 2000 Prices, $ billion), 2003-2007 125
Table 51: United States Inflation, 2003-2007 125
Table 52: Key Facts: Citigroup Inc. 126
Table 53: Key Financials: Citigroup Inc. 128
Table 54: Key Facts: HSBC Holdings Plc 129
Table 55: Key Financials: HSBC Holdings Plc 131
Table 56: Key Facts: Mitsubishi UGJ Financial Group, Inc. 132
Table 57: Key Financials: Mitsubishi UGJ Financial Group, Inc. 134
Table 58: Key Facts: Bank of America Corporation 135
Table 59: Key Financials: Bank of America Corporation 137
List of Figures
Figure 1: Global Retail Savings & Investments Market Value: $ billion, 2003-2007 22
Figure 2: Global Retail Savings & Investments Market Segmentation I: % Share, by Value, 2007 23
Figure 3: Global Retail Savings & Investments Market Segmentation II: % Share, by Value, 2007 24
Figure 4: Forces Driving Competition in the Global Retail Savings and Investments Market, 2007 25
Figure 5: Drivers of Buyer Power in the Global Retail Savings and Investments Market, 2007 26
Figure 6: Drivers of Supplier Power in the Global Retail Savings and Investments Market, 2007 27
Figure 7: Factors Influencing the Likelihood of New Entrants in the Global Retail Savings and Investments Market, 2007 28
Figure 8: Factors Influencing the Threat of Substitutes in the Global Retail Savings and Investments Market, 2007 29
Figure 9: Drivers of Degree of Rivalry in the Global Retail Savings and Investments Market, 2007 30
Figure 10: Global Retail Savings & Investments Market Value Forecast: $ billion, 2007-2012 31
Figure 11: Asia-Pacific Retail Savings & Investments Market Value: $ billion, 2003-2007 34
Figure 12: Asia-Pacific Retail Savings & Investments Market Segmentation I: % Share, by Value, 2007 35
Figure 13: Asia-Pacific Retail Savings & Investments Market Segmentation II: % Share, by Value, 2007 36
Figure 14: Forces Driving Competition in the Asia-Pacific Retail Savings and Investments Market, 2007 37
Figure 15: Drivers of Buyer Power in the Asia-Pacific Retail Savings and Investments Market, 2007 38
Figure 16: Drivers of Supplier Power in the Asia-Pacific Retail Savings and Investments Market, 2007 39
Figure 17: Factors Influencing the Likelihood of New Entrants in the Asia-Pacific Retail Savings and Investments Market, 2007 40
Figure 18: Factors Influencing the Threat of Substitutes in the Asia-Pacific Retail Savings and Investments Market, 2007 41
Figure 19: Drivers of Degree of Rivalry in the Asia-Pacific Retail Savings and Investments Market, 2007 42
Figure 20: Asia-Pacific Retail Savings & Investments Market Value Forecast: $ billion, 2007-2012 43
Figure 21: Europe Retail Savings & Investments Market Value: $ billion, 2003-2007 46
Figure 22: Europe Retail Savings & Investments Market Segmentation I: % Share, by Value, 2007 47
Figure 23: Europe Retail Savings & Investments Market Segmentation II: % Share, by Value, 2007 48
Figure 24: Forces Driving Competition in the Retail Savings and Investments Market in Europe, 2007 49
Figure 25: Drivers of Buyer Power in the Retail Savings and Investments Market in Europe, 2007 50
Figure 26: Drivers of Supplier Power in the Retail Savings and Investments Market in Europe, 2007 51
Figure 27: Factors Influencing the Likelihood of New Entrants in the Retail Savings and Investments Market in Europe, 2007 52
Figure 28: Factors Influencing the Threat of Substitutes in the Retail Savings and Investments Market in Europe, 2007 53
Figure 29: Drivers of Degree of Rivalry in the Retail Savings and Investments Market in Europe, 2007 54
Figure 30: Europe Retail Savings & Investments Market Value Forecast: $ billion, 2007-2012 55
Figure 31: France Retail Savings & Investments Market Value: $ billion, 2003-2007 59
Figure 32: France Retail Savings & Investments Market Segmentation I: % Share, by Value, 2007 60
Figure 33: France Retail Savings & Investments Market Segmentation II: % Share, by Value, 2007 61
Figure 34: Forces Driving Competition in the Retail and Investment Banking Market in France, 2007 62
Figure 35: Drivers of Buyer Power in the Retail and Investment Banking Market in France, 2007 63
Figure 36: Drivers of Supplier Power in the Retail and Investment Banking Market in France, 2007 64
Figure 37: Factors Influencing the Likelihood of New Entrants in the Retail and Investment Banking Market in France, 2007 65
Figure 38: Factors Influencing the Threat of Substitutes in the Retail and Investment Banking Market in France, 2007 66
Figure 39: Drivers of Degree of Rivalry in the Retail and Investment Banking Market in France, 2007 67
Figure 40: France Retail Savings & Investments Market Value Forecast: $ billion, 2007-2012 68
Figure 41: Germany Retail Savings & Investments Market Value: $ billion, 2003-2007 73
Figure 42: Germany Retail Savings & Investments Market Segmentation I: % Share, by Value, 2007 74
Figure 43: Germany Retail Savings & Investments Market Segmentation II: % Share, by Value, 2007 75
Figure 44: Forces Driving Competition in the Retail Savings and Investments Market in Germany, 2007 76
Figure 45: Drivers of Buyer Power in the Retail Savings and Investments Market in Germany, 2007 77
Figure 46: Drivers of Supplier Power in the Retail Savings and Investments Market in Germany, 2007 78
Figure 47: Factors Influencing the Likelihood of New Entrants in the Retail Savings and Investments Market in Germany, 2007 79
Figure 48: Factors Influencing the Threat of Substitutes in the Retail Savings and Investments Market in Germany, 2007 80
Figure 49: Drivers of Degree of Rivalry in the Retail Savings and Investments Market in Germany, 2007 81
Figure 50: Germany Retail Savings & Investments Market Value Forecast: $ billion, 2007-2012 82
Figure 51: Japan Retail Savings & Investments Market Value: $ billion, 2003-2007 87
Figure 52: Japan Retail Savings & Investments Market Segmentation I: % Share, by Value, 2007 88
Figure 53: Japan Retail Savings & Investments Market Segmentation II: % Share, by Value, 2007 89
Figure 54: Forces Driving Competition in the Retail Savings and Investments Market in Japan, 2007 90
Figure 55: Drivers of Buyer Power in the Retail Savings and Investments Market in Japan, 2007 91
Figure 56: Drivers of Supplier Power in the Retail Savings and Investments Market in Japan, 2007 92
Figure 57: Factors Influencing the Likelihood of New Entrants in the Retail Savings and Investments Market in Japan, 2007 93
Figure 58: Factors Influencing the Threat of Substitutes in the Retail Savings and Investments Market in Japan, 2007 94
Figure 59: Drivers of Degree of Rivalry in the Retail Savings and Investments Market in Japan, 2007 95
Figure 60: Japan Retail Savings & Investments Market Value Forecast: $ billion, 2007-2012 96
Figure 61: United Kingdom Retail Savings & Investments Market Value: $ billion, 2003-2007 100
Figure 62: United Kingdom Retail Savings & Investments Market Segmentation I: % Share, by Value, 2007 101
Figure 63: United Kingdom Retail Savings & Investments Market Segmentation II: % Share, by Value, 2007 102
Figure 64: Forces Driving Competition in the Retail Savings and Investments Market in the UK, 2007 103
Figure 65: Drivers of Buyer Power in the Retail Savings and Investments Market in the UK, 2007 104
Figure 66: Drivers of Supplier Power in the Retail Savings and Investments Market in the UK, 2007 105
Figure 67: Factors Influencing the Likelihood of New Entrants in the Retail Savings and Investments Market in the UK, 2007 106
Figure 68: Factors Influencing the Threat of Substitutes in the Retail Savings and Investments Market in the UK, 2007 107
Figure 69: Drivers of Degree of Rivalry in the Retail Savings and Investments Market in the UK, 2007 108
Figure 70: United Kingdom Retail Savings & Investments Market Value Forecast: $ billion, 2007-2012 109
Figure 71: United States Retail Savings & Investments Market Value: $ billion, 2003-2007 114
Figure 72: United States Retail Savings & Investments Market Segmentation I: % Share, by Value, 2007 115
Figure 73: United States Retail Savings & Investments Market Segmentation II: % Share, by Value, 2007 116
Figure 74: Forces Driving Competition in the Retail Savings and Investments Market in the United States, 2007 117
Figure 75: Drivers of Buyer Power in the Retail Savings and Investments Market in the United States, 2007 118
Figure 76: Drivers of Supplier Power in the Retail Savings and Investments Market in the United States, 2007 120
Figure 77: Factors Influencing the Likelihood of New Entrants in the Retail Savings and Investments Market in the United States, 2007 121
Figure 78: Factors Influencing the Threat of Substitutes in the Retail Savings and Investments Market in the United States, 2007 122
Figure 79: Drivers of Degree of Rivalry in the Retail Savings and Investments Market in the United States, 2007 123
Figure 80: United States Retail Savings & Investments Market Value Forecast: $ billion, 2007-2012 124
Figure 81: Revenues & Profitability: Citigroup Inc. 128
Figure 82: Revenues & Profitability: HSBC Holdings Plc 131
Figure 83: Revenues & Profitability: Mitsubishi UGJ Financial Group, Inc. 134
Figure 84: Revenues & Profitability: Bank of America Corporation 137