China Alert – Building the pension front end

  • Ant, Distribution, Fidelity, IFAs, Investor education, pension, Tax-deferred pension, Tiantian
The expanding China universe Pension investor onboarding is already underway. Sales and education will largely be the purview of managers and online platforms. Bridging investor information gaps will be key once the program goes live. Please note that full versions of our China Alert are for clients only, if you would like more information about […]
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China Mutual Fund Series: Quarterly Assessment – 3Q22

  • Distribution, Flows, FMC segregated accounts, FMC subsidiaries, FMCs, Fundraising, JVs, Market share, Mutual Funds, Products, Regulation
‘Nowhere to go but up’ seems to be the 3Q22 mantra. Even as overall AUM dipped slightly, the twin factors of four-year-low benchmark valuations and MMF yield compression conspired to turn investors to selective equity allocations. Not quite risk on, but a welcome outcome for certain managers. There are changes to industry sub-structure that portend […]
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China Alert – First in not first out

  • China International, Fidelity, JP Morgan, Manulife, Manulife Teda, Market Opening, Mutual Funds, Neuberger Berman
The expanding China universe CSRC approves two global managers in as many weeks. Neuberger Berman will proceed to operations ahead of earlier applicants. Additional approvals should follow after slight adjustments. Please note that full versions of our China Alert are for clients only, if you would like more information about a subscription please contact us: […]
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China Alert – Commercial pension gaps

  • BlackRock, BlackRock CCB, ChinaAMC, Commercial pensions, Distribution
The expanding China universe Pillar three is taking shape ahead of a January buildout. Fund products have been granted the greatest distribution flexibility. There are multiple access points for foreign participations. Please note that full versions of our China Alert are for clients only, if you would like more information about a subscription please contact […]
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China Alert – The first fund buyout

  • Fidelity, JP Morgan, Manulife, Market Opening, Morgan Stanley, Neuberger Berman
The expanding China universe The onshore fund space now has two wholly-foreign-owned operations. Several other managers are primed for approval. Focus now shifts to the execution of new growth initiatives. Please note that full versions of our China Alert are for clients only, if you would like more information about a subscription please contact us: […]
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China Dashboard – November 2022

  • Banks, Brokerage, cross border, FMCs, Institutions, Markets, PFMs, Regulators, Trusts
This Dashboard will examine key developments onshore from the month of October, including: Policy alignment Fund flows Short-swing profit rule Special bond program New requirements for insurers in pension pilot Aside from these key takeaways, we will also provide a quick analytical update on all sectors of the Chinese financial services industry. Please note that […]
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China Alert – New bearing for CIC

  • CIC, Mandates, Profitability
The expanding China universe The CIC offshore portfolio returned 14.3% in 2021. Expertise needs have evolved following internal restructuring. Mandate opportunities are still on the table. Please note that full versions of our China Alert are for clients only, if you would like more information about a subscription please contact us: Tel: (+86 21) 6075 […]
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China Dashboard – October 2022

  • Banks, Brokerage, cross border, FMCs, Institutions, Markets, PFMs, Regulators, Trusts
This Dashboard will examine key developments onshore from the month of September, including: RMB internationalization FX on defense Commercial pension tax rate revised New round of property support Deposit rates lowered Aside from these key takeaways, we will also provide a quick analytical update on all sectors of the Chinese financial services industry. Please note […]
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China Dashboard – September 2022

  • Banks, Brokerage, cross border, FMCs, Institutions, Markets, PFMs, Regulators, Trusts
This Dashboard will examine key developments onshore from the month of August, including: Policy rate adjustments Property sector stimulus Half-year bank wealth fundraising Infrastructure investment Offshore listing transparency Aside from these key takeaways, we will also provide a quick analytical update on all sectors of the Chinese financial services industry. Please note that full versions […]
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China Alert – The expanding China universe

  • Bridgewater, Derivatives, FII program, Market Opening, Neuberger Berman, UBS, Winton
The expanding China universe Progress continues in opening China’s capital markets. Expanded trading opportunities will precede more access points. Events this week will also shed light on policy priorities. Please note that full versions of our China Alert are for clients only, if you would like more information about a subscription please contact us: Tel: […]
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