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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Strategic Outlook: Bank wealth management – March 2022

  • BWMPs, Fixed Income, Market Opening, Profitability, Risk management
Bank Wealth Management Hooks and hurdles Bank wealth management is a USD4.6tr industry under transformation. Wealth management platforms are now also firmly in the sights of global groups seeking to take advantage of China’s market opening efforts. This Strategic Outlook takes a glance at the newest onshore trends. It assesses the need for global entrants […]
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China Alert – Neuberger Berman, Fidelity and (maybe) many others

  • Fidelity, Market Opening, Neuberger Berman, Regulatory, Strategies
Neuberger Berman, Fidelity and (maybe) many others The who doesn’t matter; the focus needs to be on the “how”. Regulatory shifts now permit multi-option and layered entry approaches. It’s China’s market you’re entering – can you accept playing by house rules? Please note that full versions of our China Alerts are for clients only, if […]
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Strategic Outlook: China exposure

  • China exposure, FMCs, Inbound, Institutions, Market Opening, onshore
Getting up to speed Recent evidence demonstrates that allocations to China are picking up pace. This isn’t just along equity and fixed income asset classes, there is also organic demand in broader inbound investment strategies. Considering the interest asset managers and servicing counterparties have in meeting ongoing investment needs, this Strategic Outlook applies a long […]
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China Dashboard – April 2020

  • Insurance Asset Management, Market Opening, Profitability, Regulators
This Dashboard will examine key developments onshore from the month of March, including: Global firms execute on expanded market opening Regulators pledge macro policy support Insurance asset management product rules formalized Further clarification on FX hedging Foreign Investment Law complaints procedure Aside from these key takeaways, we will also provide a quick analytical update on […]
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China Alert – Now the hard work begins

  • JV, Market Opening
Now the hard work begins It is April 1st and the doors to China are open. Do the first through the door always get shot? We will see. Our advice: work at your own speed; ignore all headlines. Please note that full versions of our China Alerts are for clients only, if you would like […]
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Strategic Outlook: Role models

  • Market Opening, private funds, Profitability, Roboadvisory
Crafting a competitive China business As the onshore fund business approaches its largest market-opening date yet, global managers looking to chart their own courses have some difficult decisions to make. Fortunately, there’s no need to go in blindly; domestic counterparts and joint ventures have gone through these experiences before. In this Strategic Outlook, we profile […]
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China Alert – The nuance of China’s opening

  • Foreign Ownership, Market Opening
The nuance of China’s opening Applications will be made in the coming week. Incentives to apply will address critical, and current, obstacles. Application, approval, operational – know the difference. Please note that full versions of our China Alerts are for clients only, if you would like more information about a subscription please contact us: Tel: […]
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China Dashboard – March 2020

  • Bond Issuance, Fixed Income Futures, Market Opening, Portfolio Advisory
This Dashboard will examine key developments onshore from the month of February, including: Market opening commitments continue Greater institutional participation ahead for fixed income futures Regulators ease bond issuance Central bank cuts market rates to shore up liquidity More firms included in portfolio advisory Aside from these key takeaways, we will also provide a quick […]
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Strategic Outlook: Broadening investment markets

  • competition, Market Opening
Cross-industry competition Marketing opening is, of course, widening access for global firms to domestic industries; it’s also creating links among those same domestic industries. For fund managers, that means more direct competition from across financial sectors. This Strategic Outlook explores and weighs the impacts of this broader market-opening process as it gives global groups more […]
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