China Alert – Flexibility versus uncertainty

  • BlackRock, BoC, BWMPs, CCB, CSRC, FMCs, Mutual Funds, regulations
Flexibility versus uncertainty There are new revisions to the fund management company regulation – released late Friday, of course. They tackle a host of licensing and business structure issues. Fund managers have been handed the operational tools to plan new growth avenues. Please note that full versions of our China Alerts are for clients only, […]
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Strategic Outlook: Outbound

  • AUM, Bank Wealth Management Subsidiaries, MRF, outbound, QDII, Stock, Wealth Management Connect
Misunderstood Managing money globally on behalf of Chinese clients continues to be the primary port of call for managers embarking on their onshore journeys. However, in the context of a relatively static outbound framework – contrasted with market opening of the onshore and inbound businesses – it is long past time to consider where this […]
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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 – The big reallocation in detail

  • Active equity, AEGON-Industrial, AUM, China Universal, Distribution, E Fund, MMFs, Mutual Funds, UBI Banca, Zhong Ou
The big reallocation in detail The verdict is in: investors are moving from MMFs to active equity. Not going away is the nagging issue of hyperactive fund churn. This is being intensified by business models at the heart of online distribution platforms. Please note that full versions of our China Alerts are for clients only, […]
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China Alert – Making a go-to China manager

  • AUM, Distribution, Greater China, Inbound, Institutions, onshore
Making a go-to China manager Greater China AUM totaled USD198bn in May. More noteworthy in 1H20 have been competitive developments. An opportunity remains for global firms to ride rising demand for onshore assets. Please note that full versions of our China Alerts are for clients only, if you would like more information about a subscription […]
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China Dashboard – July 2020

  • Annuity, Asset allocationz, AUM, FMCs, Fundraising, Mutual Funds, onshore, pension, QDII, Trusts, WFOE
This Dashboard will examine key developments onshore from the month of June, including: Tapered monetary easing signaled ChiNext reforms implemented Wealth management pilot announced Derivative trading revised for insurers Universal banking under discussion Aside from these key takeaways, we will also provide a quick analytical update on all sectors of the Chinese financial services industry. […]
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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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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 Alert – The perfect turnaround story

  • AUM, First State Cinda, Fundraising, JVs, MMFs
The perfect turnaround story Here, we show how success begins and ends with the right leadership and their authority to take action. The success of new management’s decisions is fully captured with firm-wide AUM doubling in just six months. Foreign groups targeting China should take away key lessons from this joint venture’s troubled past. Please […]
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China Dashboard – June 2020

  • AUM, BWMPs, Distribution, Institutions, JVs, Licenses, Mutual Funds, offshore, WFOE
This Dashboard will examine key developments onshore from the month of May, including: Inbound reforms take effect Regulators’ policy outlook Distribution competition restarts Broker rating rules updated Financial reforms signaled 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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