China Alert – New JV – new product – old tactics

  • Amundi-BOC, BoC, BWMPs, Fixed Income, JVs
New JV – new product – old tactics Amundi-BOC WM has opened subscriptions for its first product. Marketing material online touts this as another fixed income plus offering. Fundraising results later this week or early next will be revealing. Please note that full versions of our China Alerts are for clients only, if you would […]
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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 Dashboard – November 2020

  • Bonds, ETFs, Fixed Income, Inbound, IPOs, outbound
This Dashboard will examine key developments onshore from the month of October, including: QDII outlook Stock exchange rules for foreign institutional investors Relaxed reserve requirement for FX forwards CCB Pension equity auction Fourth wholly-owned FMC application Aside from these key takeaways, we will also provide a quick analytical update on all sectors of the Chinese […]
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China Alert – A tectonic shift in China fund flows

  • Active equity, AUM, Fixed Income, Flows, Harvest, MMFs, onshore
A tectonic shift in China fund flows Third-quarter fund flows are revealing further dislocations in short-dated fixed income. At the firm level, the partial dataset suggests some bank-backed managers have been materially impacted. Flows continue to gravitate to active equity products, reflecting steady market demand. Please note that full versions of our China Alerts are […]
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China Alert – China bonds – slow and steady

  • Bonds, Fitch, Fixed Income
China bonds: slow and steady Extended bond trading hours are just the latest enhancement to onshore market access for global investors. Foreign holdings now account for 2.4% of domestic bonds. Approvals for global service providers may unlock a wider swathe of the market for intranational buyers. Please note that full versions of our China Alerts […]
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China Alert – Short-term gains, long-term growth

  • Active funds, CCB Principal, ChinaAMC, DWS, E Fund, Eurizon, Fixed Income, GF, Harvest, Market share, Penghua, PowerCorp
Short-term gains, long-term growth Heightened equity demand favored managers with market-ready solutions. Active managers enjoyed the most visible market share improvements. In the past, similar market conditions have helped firms secure long-term asset accumulation. Please note that full versions of our China Alerts are for clients only, if you would like more information about a […]
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China Alert – Manager market share carnage incoming

  • Active equity, Alipay, AUM, Bosera, CCB Principal, Fixed Income, Fundraising, Harvest, Hua An, ICBC Credit Suisse, Market share, MMFs, Southern, Tianhong
Manager market share carnage incoming Asymmetrical flows are set to fundamentally reshape the industry. Uncertainty surrounds the impact on differing money market product classes. For 3Q20, it will be a singular focus on active equity fundraising. Please note that full versions of our China Alerts are for clients only, if you would like more information […]
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China Alert – The future of asset allocation

  • Asset allocation, Bond Connect, CIBM, CPPIB, Fixed Income
The future of asset allocation Major global institutions are rebalancing portfolios in favor of greater China fixed income exposure. Quirks persist, but elevated global demand suggests confidence in the market’s long-term trajectory. Limited visibility and new risk dynamics will require greater familiarity with the space. Please note that full versions of our China Alerts are […]
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China Mutual Fund Series: Quarterly Assessment – 1Q20

  • Active equity, AUM, Fixed Income, FMCs, Fundraising, Mutual Funds, QDII, regulations
An uncertain quarter for the market saw investors certain about committing more capital, and many fund managers were ready to capitalize. Fund launches across multiple asset classes attracted large subscriptions. This came at the same time as managers incorporated digital investor outreach in new ways and market opening forged ahead. This edition of our China […]
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China Dashboard – May 2020

  • AUM, Banks, Bonds, BWMPs, ChiNext, Distribution, ETFs, Fixed Income, FMCs, Foreign Ownership, Greater China, Infrastructures funds, Institutions, Insurance. Premiums, onshore, private funds, WFOE
This Dashboard will examine key developments onshore from the month of April, including: Investment advisory Publicly-offered infrastructure funds ChiNext restructuring Private fund registrations Bond market trajectory 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 of our […]
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