Strategic Outlook: Group-think January 2021

  • BNP Paribas, BWMPs, CITIC, HSBC, Huatai, insurance, JVs, Licenses, Mutual Funds, ownership, Prudential, Taikang
Group-think Multiple China approaches Market opening continued apace in 2020, and foreign groups will soon operate their own fund management companies. At the same time, a wider array of entities will be able to access the mutual fund license, forcing commitment about the best way forward. That path forward will depend on each group’s existing […]
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China Alert – Opportunities in onshore credit

  • Defaults, Huatai, Jiangxin, Mutual Funds, Nikko, onshore, PICC, Redemption, Rongtong
Opportunities in onshore credit Several large corporate defaults have spooked onshore credit markets. The impact has been felt by bond fund investors through NAV write-downs. Incoming global managers’ fixed income risk management capabilities are well-suited to fill gaps that remains in the onshore space. Please note that full versions of our China Alerts are for […]
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