China Mutual Fund Series: Quarterly Assessment – 3Q21

  • Active equity, AUM, Bond funds, Distribution, ETFs, Fixed Income, Flows, FMCs, FOFs, Fundraising, JVs, Market share, Mutual Funds, pension, Products, Regulation, Regulatory
Fixed-income products continued their streak from 2Q21, helping industry AUM to another high. This is not a new phenomenon, but this time, the drivers are different. These are undoubtedly difficult times for active equity lines, but some managers have persevered in collecting net inflows amid the morass. At the same time, competition among distributors is […]
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China Alert – Fund hauls: 2020 in perspective

  • Active equity, Bond funds, E Fund, Fullgoal, Fundraising, GF, Invesco Great Wall, WFOE, Zhong Ou
Fund hauls: 2020 in perspective Year-end totals surpassed 2015 and 2019 fundraising peaks. Demand for active equity drove most of the year’s new fundraising. While the market upturn carries into 2021, some managers will strain to retain competitiveness. Please note that full versions of our China Alerts are for clients only, if you would like […]
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China Alert -Global appeal for China bond funds

  • BlackRock, Bond funds, Cathay SITE, CSOP, Eurizon, Fixed Income, Fuh Hwa, Pictet, Value Partners
Global appeal for China bond funds Greater China bond funds have added over USD7bn in assets this year through October. Relatively new faces have gained significant market share. While the lineup of offerings is developing, opportunities to fill product gaps remain. Please note that full versions of our China Alerts are for clients only, if […]
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China Alert – Bond funds stressed

  • Bond funds, Mutual Funds, Redemption, Regulators
Bond funds stressed The results of PBoC’s annual test of fund managers’ ability to withstand mass redemptions have been published. Certain fixed-income products have been cleaned up, but risks remain. The challenge remains plumbing the depths for yield amid a banner year for investor demand. Please note that full versions of our China Alerts are […]
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China Mutual Fund Series: Quarterly Assessment – 2Q20

  • AUM, Bond funds, FMCs, Fundraising, MMFs, Mutual Funds, Orient, regulations
It has already been one of the most dynamic years for asset growth in recent memory. The year is shifting the competitive balance, as it is already clear that some managers are faring far better than others. Front of mind is how firms will endeavor to tap into highly concentrated demand while also positioning for […]
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