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 Alert – Open access extends A-share appeal

  • A-shares, CPPIB, ETFs, Midea, MSCI, onshore
Open access extends A-share appeal Global buyers continue to test ownership limits of onshore stocks. ETF flows into China further reinforce stock picking has been preferred for A-shares. Despite remaining market structure obstacles, demand for China is certainly on the rise. Please note that full versions of our China Alerts are for clients only, if […]
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China Alert – Early access proves valuable for pensions

  • AMP, insurance, pension, Ping An, Premiums, Tax-deferred pension
Early access proves valuable for pensions The small club of China’s pension companies were all profitable in 2019. Scale is the common denominator in their success, even as individual companies charted alternative routes. Foreign participation is currently limited in this segment, but should not be ruled out as a competitive option. Please note that full […]
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China Alert – Passported funds bank on familiarity

  • AUM, Distribution, HSBC, MRF, offshore, Tianhong, Tiantian, Value Partners
Passported funds bank on familiarity Inflows into mutual recognition products remained concentrated in 2H19. However, faster approvals and new distribution strategies introduce new competitive dimensions. Domestic market swings are likely to create pockets of demand for offshore exposure. Please note that full versions of our China Alerts are for clients only, if you would like […]
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Strategic Outlook: ESG in China

  • AUM, ESG, Flows, Indices, market sizing
New Pastures – ESG in China ESG and China have been two of the most popular topics among the global investment community recently. Their relevance isn’t fading, and as foreign investors continue to enter the opening market, considering the two subjects in tandem will be increasingly important. However, the development of ESG investing in 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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Strategic Outlook:2020 Competitive Assessment

  • FMCs, Inbound, onshore, outbound, Rankings
Take five – A comprehensive assessment The China Rankings only scratch the surface and always lead to questions of “why” and “how”. The answers are provided here in Z-Ben Advisors’ annual Competitive Assessment. Through an analytical deep dive, determinate factors and firm-level responses are laid out and explained. The combination of which, while measured against […]
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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 – Who is holding your chops?

  • WFOE
Who is holding your chops? A flurry of management changes has accompanied heightened WFOE activity. Industry experience suggests merging the two key roles can be problematic. Key-person stability is vital for internal alignment of a China strategy. Please note that full versions of our China Alerts are for clients only, if you would like more […]
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