China Alert – Competing bank wealth interests

  • Amundi-BOC, BlackRock CCB, BWMPs, JVs
Working through the pension agenda There are new pressure points for bank JVs. Domestic peers are avoiding performance drops. Competitiveness of global brands will be tested. 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: (+86 21) 6075 […]
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China Alert – New impetus for old initiatives

  • CSRC, Licenses, Market entry, regulations
Working through the pension agenda The fund regulator has followed up on high-level guidance. Notable points focus on market entry. The onus is still on managers to drive industry growth. 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: […]
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Strategic Outlook: Multi-asset – April 2022

  • Flows, Multi asset, Mutual Funds, Products
Multi-asset Playing catch-up With over 9,500 products in play, China’s mutual fund industry is quickly maturing. But to assess the real speed of development, any analysis needs to go beyond surface-level labeling to look at product design and manufacturing trends. This Strategic Outlook does that through the lens of multi-asset products. This Strategic Outlook takes […]
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China Alert – 1Q22 flow recap

  • AEGON-Industrial, AUM, BOCOM Schroders, China Merchants, Mutual Funds, Penghua, Pension funds
Working through the pension agenda Onshore mutual fund AUM fell to USD3.9tr in 1Q22. Active equity outflows were not as severe as expected. Pressure could mount pending the course of market recovery. Please note that full versions of our China Alert are for clients only, if you would like more information about a subscription please […]
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China Alert – DC pensions get more definition

  • CCB Pension, Commercial pensions, National Pension Insurance Company, pension, Ping An, Principal, projections, regulations
Working through the pension agenda The second phase of the commercial pension pilot is imminent. The implementation ball is now in various regulatory courts. Plenty of work remains, but hope is rekindled. Please note that full versions of our China Alert are for clients only, if you would like more information about a subscription please […]
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China Dashboard – April 2022

  • Brokerage, Brokers, cross border, FMCs, FSDC, Institutions, Insurers, JVs, Markets, pension, private funds, Regulators, Stock Connect
This Dashboard will examine key developments onshore from the month of March, including: Regulators move to stabilize financial markets Fidelity winds down onshore private funds 2021 FMC profits Macro environment PBoC profit transfer 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 – Bringing NYC to Shanghai

  • AUM, BlackRock, China Universal, CSI, ETFs, MSCI, onshore, Southern
Working through the pension agenda BlackRock is bringing its bread-and-butter ETF trade onshore. Managers in the approval pipeline are also looking to play on global strengths. This launch will be a real-time case study. Please note that full versions of our China Alert are for clients only, if you would like more information about a […]
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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 – Working through the pension agenda

  • BlackRock, CCB, Commercial pensions, pension, pilot scheme, PPF
Working through the pension agenda Regional asset surpluses are finally being put to use. In one pilot, the retirement age is also budging. And commercial pensions are being primed for greater platform competition. Please note that full versions of our China Alert are for clients only, if you would like more information about a subscription […]
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