China Alert – Preparing for the second year of commercial pensions

  • commercial pension, pension
Preparing for the second year of commercial pensions • The tax-deferred pension scheme saw inflows of USD10.2m (RMB70m) by the end of 2018. • We are a little over a month away from expansion and expected structural enhancements to the program. • Fund managers are making significant headway to prepare for their grand entrance. Please […]
Read More

China Mutual Fund Series: Quarterly Assessment – 4Q18

  • Mutual Fund Companies, mutual fund sector, Mutual Funds
The end of 2018 saw many of the trends observed earlier in the year continue to play out – passive inflows, institutional demand, and more. However, a market turnaround in the first quarter of this year has the potential to force a reassessment of gaps in active management coverage. This quarterly update will identify those […]
Read More

Strategic Outlook: China: Valuation

  • Mutual Funds
Putting a price on China Growing demand for deals means a growing need to understand the workings of a China valuation. Z-Ben Advisors takes a methodical look at the factors influencing a fund manager’s valuation. Starting from the ground up, we assess standard metrics, the application of global considerations and also the China-specific factors not […]
Read More

China Dashboard – February 2019

  • capital markets, cross border, institutional targeting, private funds
This Dashboard will examine key developments onshore from the month of January, including: Expanded investment scope for major inbound channels The expected impact of a new CSRC chairman Arrival of Shanghai tech board nears China bonds see growing global participation through indexing and rating Brokers step up competition on service provision and fees Aside from […]
Read More

Strategic Outlook: China: Executing on control

  • majority-control
The 2019 play June 2019 will mark a year since majority ownership was officially codified; yet, at least for fund managers, the new landscape has not crystalized. Still, wheels are in motion, and the tracks are laid out. Now, it’s just down to who gets what. In this Strategic Outlook, we offer a framework for […]
Read More

China Dashboard – January 2019

  • capital markets, cross border, institutional targeting, private funds
This Dashboard will examine key developments onshore from the month of December, including: Private fund manager registration requirements updated Stability Committee makes statements to address issues in the market Regulation of bond investment activities strengthened Banks receive subsidiary approval from regulator Mutual funds see AUM grow in 4Q18 Aside from these key takeaways, we will […]
Read More

China Dashboard – December 2018

This Dashboard will examine key developments onshore from the month of November, including: Bank wealth management subsidiary regulation finalized Market opening moves into execution phase Regulators begin designating new systemically important firms Guidelines issued on private fund mis-selling Launch of London Stock Connect delayed Aside from these key takeaways, we will also provide a quick […]
Read More

Strategic Outlook: China: China in 2019

  • China-in-2019, eight-trends
The eight trends to watch Onlookers will increasingly become participants as competitive pressures continue to mount in 2019. All this at a time of broad-scale changes to China’s asset management landscape. For a second year, Z-Ben Advisors outlines the eight trends to watch for the next 12 months. Whether it is the shifting wealth management […]
Read More

Strategic Outlook: China: Funds Managers

  • Mutual Funds
Navigating 2019 If fund managers thought 2018 was a ride, 2019 will be even more so. Ever-morphing product development is in for yet another shake-up as competitive and structural changes turn on a dime. In this Strategic Outlook, we examine how such changes will guide managers’ decisions. Global managers looking to capitalize on market opening […]
Read More

China Mutual Fund Series: Quarterly Assessment – 3Q18

  • Mutual Fund Companies, mutual fund sector, Mutual Funds
Reaching yet another AUM high, market uncertainty has proved itself not to be a drag on overall mutual fund growth in the third quarter. Going into the new year, managers’ resolve will be tested by competition from banks – running revamped mutual fund-like wealth management products. In this quarterly report, we examine how managers are […]
Read More
Login
Follow us