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バングラデシュ経済の最新動向
    26.07.2012



     ズバエル ロニー
    プリアディス・グループ
バングラデシュについてのキーワード 1




                     貧困          洪水




                           最貧国        NGO



                     ユヌス         人口
                      氏          密度



Pleiades Japan Ltd                          2
バングラデシュについてのキーワード 2




                     NEXT      縫製
                      11       産業



                         成長率        起業
                        6%以上        環境



                     1億6千      国内
                      万人       消費



Pleiades Japan Ltd                       3
1972   2011




Pleiades Japan Ltd          4
一人当たりのGDPの推移




                                                                               万BDT(=JPY)
8000                                                                                        20
                                   実質GDPの推移
          10億 BDT (=JPY)




                                                                                            15



4000                                                                                        10



                                                                                            5



  0                                                                                         0
       1980年               1985年     1990年    1995年    2000年   2005年   2010年




       Pleiades Japan Ltd                                                                       5
バングラデシュー訪問者の感想




 高層ビルや自家用車,意外と発展している??
 バイク・タクシーを飛び越えて自家用車

 中間層の欠如 ←本当に?
バングラデシュー経済階層




「中間層」がいないというのは本当か?


富裕層                                 富裕層

                                    中高所得層
                     自称「ミドルクラス」

貧困層                                 低所得層

                                    貧困層



      一般的なバングラデシュの   バングラデシュに生活して
        経済階層イメージ     実感する経済階層イメージ
バングラデシュー経済階層別「三種の神器」




   バングラデシュ人はお金があったら何を買う?



                 富裕層    クーラー,薄型テレビ,自家用車

                中高所得層   スマホ,電子レンジ/炊飯器,洗濯機

                 低所得層   携帯電話,TV,冷蔵庫

                 貧困層    (余裕無し)




     ※「携帯電話」はリキシャワラでも所有している
     ※「洗濯機」の優先順位が低いのは使用人を雇った方が安いため
この成長の原動力




Pleiades Japan Ltd   9
繋ぐ事は生産へ導く




                 ケータイ加入者
                 8900万人以上




Pleiades Japan Ltd          10
繊維(縫製)産業以外にも




Pleiades Japan Ltd   11
商業施設の次々のオープン




Pleiades Japan Ltd      12
新聞       ラジオ       テレビ       看板




                                            広告代理店
   45紙以上               5社         27社
                                            80社以上
  9割ベンガル語             1社国営     1社国営:地上波
                                             大手5社
  英字新聞4紙             その他:FM局   その他:衛星放送
                                          (JWT等と提携)




Pleiades Japan Ltd                                    13
小売市場・近代的スーパー




Pleiades Japan Ltd   14
小売市場(2011-2012年)




                           近代的スーパー利
                              用者
    • 1兆000億円                                               • 26%
                       • 1600万人




                市場規模                                                   年間成長率




                       http://www.jetro.go.jp/jfile/report/07000788/asia_retail.pdfをベースに算出



Pleiades Japan Ltd                                                                           15
ベバレッジ市場




Pleiades Japan Ltd   16
ベバレッジ市場 2




        YES              MUM
        5%               22%
    PANI                            Paper
     6%                              25%
                                                      市場特徴
 ACME                                                    外資系企業が不在
  9%                                                     国内大手財閥系列が多数
                                            Plastic
                           FRESH   Glass     55%         約300億円市場
     PRAN                   19%    20%                   22%の成長とみられる。
      13%
                 JIBON
                  17%


Pleiades Japan Ltd                                                       17
警備会社市場

   現金関連サービス
   防犯設備関連サービス
   会場警備
   オフィス警備
   警備コンサルティング
   ATMサービス



                     業界最大手
                     (12,000人)



                     1998より営業
                     元軍人経営



                     Securex
                     1988年より創業

Pleiades Japan Ltd               18
国内税収入の急拡大




               1.4
    兆BDT(=円)




               1.2



                1



               0.8



               0.6



               0.4



               0.2



                0
                     1980年   1985年   1990年   1995年   2000年   2005年   2010年




Pleiades Japan Ltd                                                           19
先20年の道のり




  中流層の               重工業へ   国内消費
   拡大                 シフト    の増加




Pleiades Japan Ltd                 20
GDPベース
                            1       第30位


                                    1人当りのGDPが
                     2020       2   2000USD



                            3       6000万人の中流層




Pleiades Japan Ltd                               21
最後に




                             • 市場を作るのはチャンス。
                     タイミング
                             • ポジショニングが重要


                             • 新興市場の成長スピードが恐ろし

                     スピード    い。

                             • 乗り遅れないように。

                             • 社内ニーズより、現地ニーズを重

                      的確     視。

                             • 適用力ある人材




Pleiades Japan Ltd                               22

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バングラデシュの魅力とその将来性