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Asia's consumers to be at the forefront by 2030
Dr. M. S. Kapadia
Wednesday, September 01, 2010, 12:22 Hrs  [IST]

Dr. M.S. Kapadia dwells on an ADB study titled The Rise of Asia's Middle Class which says that Asia's consumers will likely spend $32 trillion by 2030, comprising about 43 per cent of worldwide consumption.

Consumer spending in developing Asia comprising 22 countries reached an estimated $4.3 trillion in 2008-nearly a third of private consumption in the OECD countries. Assuming consumption expenditures maintain the same rate as in the past 20 years, they are likely to reach $32 trillion and comprise about 43 per cent of worldwide consumption by 2030, placing the region at the forefront of worldwide consumption.

 Developing Asia's middle class ($2-20) has grown dramatically relative to other world regions in the last couple decades. While it made up only 21 per cent of the population of the developing Asian countries in 1990 (using survey data), it more than doubled to 56 per cent by 2008; up more than threefold from 565 million in 1990 to 1.9 billion in 2008.

However, while 56 per cent of developing Asia's population was already considered part of the middle class based on an absolute definition of per capita consumption of $2-20 per day in 2008, nearly 1.5 billion Asians were still living on less than $2 per day.

Moreover, the majority of the Asian middle class still falls in the $2-4 range, leaving them highly vulnerable to slipping back into poverty due to economic shocks.

The five countries with the largest middle class shares are Azerbaijan, Malaysia, Thailand, Kazakhstan, and Georgia; the five smallest share countries are Bangladesh, Nepal, Lao People's Democratic Republic (Lao PDR), Uzbekistan, and India.

With the exception of Malaysia and Thailand, the population share of the upper-middle class is miniscule in most of the countries. In South Asia's Bangladesh, Nepal, India and Pakistan, the vast majority of the middle class (75 per cent or more) falls into lower-middle class.

China added more than 800 million people to the middle class during 1990-2008. India comes a second, with 205 million joining the middle class over the period.
Size of middle class and annual spend in selected countries

% of Population
Annual Spend (billion)
  $2-4 $4-10 $10-20 Total $2-4 $4-10 $10-20 Total
China 33.97 25.17 3.54 62.68 233.72 311.96 95.57 641.25
India 20.45 4.15 0.45 25.05 117.11 44.39 10.96 172.46
Thailand 33.5 41.69 10.63 85.82 23.25 60.66 33.47 117.38
Philippines 31.49 19.65 3.8 54.94 27.97 36.54 15.98 80.49
Pakistan 32.94 6.56 0.62 40.12 49.13 20.25 4.59 73.97
Indonesia 34.96 10.46 1.16 46.58 37.71 22.98 5.87 66.56
Vietnam 35.53 14.81 1.93 52.27 30.01 25.61 7.74 63.36
Malaysia 27.05 48.1 14.13 89.28 7.36 27.74 17.11 52.21
Note: data are in terms of 2005 PPP$

The population share of the middle class in India increased from about 29 per cent in 1993- 94 to 38 per cent in 2004-05, as seen in the National Sample Survey. The increase was roughly similar in rural and urban areas (about 8-9 percentage points). Most of the increase was in the group with daily consumption of $2-4.

The NSS data suggests that in 2004-05 the Indian middle class comprised 418 million people out of a total population of billion- plus, and its spending spawned the markets for lowcost, locally produced products and services such as Tata Motor's $2,200 Nano car, Godrej Group's $70 battery-operated refrigerator, and cheap mobile phone rates.

The rise of the middle class in Asia is likely to aid not only the growth process, but also result in substantial social, political, and environmental changes. Thus, the contention is that, building on strong growth and continued progress in reducing poverty, developing a stable middle class requires governments to formulate and implement middle class-friendly policies, including greater spending on education and health.

Also, in the next 20-30 years, Asia will be faced with an increasing number of chronic diseases on a scale previously unseen. What this means is that much greater policy attention is needed on these emerging challenges.

Definition: Unlike poverty that can be defined in absolute terms based on caloric requirements, there is no standard definition of the middle class. The study uses an absolute approach defining the middle class as those with consumption expenditures of $2-20 per person per day in 2005 PPP terms.

In particular, the middle class is divided into three groups. The lower-middle class-consuming $2-4 per person per day-is very vulnerable to slipping back into poverty at this level. The "middle middle" class—at $4-10—is living above subsistence and able to save and consume nonessential goods. The upper-middle class consumes $10-20 per day.
 
                 
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