China Mutual Fund Series: Quarterly Assessment – 4Q21

  • AUM, Bonds, Distribution, Fixed Income, FMCs, IFAs, JVs Fundraising, Market share, Mutual Funds, Products, Profitability
Recent months have been fraught with pessimism for the equity business. But fixed-income demand surged in 4Q21, and industry AUM rose yet again past RMB25.1tr. Industry profits in 2021 should be more than healthy. Early 2022 is bringing adjustments to distribution techniques and product strategies. Even as fundraising falters across the board, managers continue to […]
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China Alert – Right product, right time

  • E Fund, ETFs, Organic flow, Products, QDII, Zhong Ou
Right product, right time One ETF has had USD7.5bn of inflows since early last year. Retail speculation is the key driver. This behavior looks to be here to stay. 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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China Alert – Bank wealth – Access versus aptness

  • Bank Wealth Management Subsidiaries, Distribution, JVs
Bank wealth: Access versus aptness The scope of the bank wealth industry is undeniable, but there are hurdles. Suitability for global managers remains the core concern. The alignment of product plans is essential at the outset. Please note that full versions of our China Alert are for clients only, if you would like more information […]
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China Dashboard – February 2022

  • AUM, BlackRock, Brokerage, BWMPs, FMCs, IM WFOE, Inbound, Insurers, MMFs, PMs, Regulators, WFOE
This Dashboard will examine key developments onshore from the month of January, including: MMF liquidity management PBoC rate adjustments Insurance solvency revisions Digital economy extension of 14th five-year plan ETF asset growth Aside from these key takeaways, we will also provide a quick analytical update on all sectors of the Chinese financial services industry. Please […]
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China Alert – An alternate route to pensions

  • BlackRock, BWMPs, CCB, CMB, Everbright, ICBC, pension, Pilot, Retirement funds
An alternate route to pensions The bank pension pilot has its first foreign participant. Four wealth management companies already market products. Manufacturers are angling for Pillar Three positioning. 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 […]
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China Alert – IPO revamp Managers take note

  • IPOs, onshore, Reform, VSRC
IPO revamp: Managers take note Filing-and-registration systems have accelerated corporate listings. Now, the two largest onshore boards are set for upgrades. Changes will impact managers, brokers and investors alike. 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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China Dashboard – January 2022

  • AUM, Bond Connect, Commercial pensions, EA, ETFs, FMCs, PMs, QDII, WFOE
This Dashboard will examine key developments onshore from the month of December, including: Mutual funds set fast growth pace Commercial pension reforms Insurance AM shareholding Updated Connect schemes Central bankers convene on economy 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 Dashboard – December 2021

  • Active equity, AUM, ETFs, Fixed Income, Fundraising, Insurers, IPOs, JVs, Mutual Funds, Policy, QDII, Regulators, WFOE
This Dashboard will examine key developments onshore from the month of November, including: Banks vs. IFAs Prime money market funds November QDII quota issuance Investment advisory guidance Infrastructure REITs 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 […]
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China Mutual Fund Series: Quarterly Assessment – 3Q21

  • Active equity, AUM, Bond funds, Distribution, ETFs, Fixed Income, Flows, FMCs, FOFs, Fundraising, JVs, Market share, Mutual Funds, pension, Products, Regulation, Regulatory
Fixed-income products continued their streak from 2Q21, helping industry AUM to another high. This is not a new phenomenon, but this time, the drivers are different. These are undoubtedly difficult times for active equity lines, but some managers have persevered in collecting net inflows amid the morass. At the same time, competition among distributors is […]
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China Dashboard – November 2021

  • AUM, Brokers, ETFs, Insurers, Mutual Funds, Regulators, Stock Connect, Wealth Management Connect, WFOE
This Dashboard will examine key developments onshore from the month of October, including: Mutual fund AUM growth Expanded derivatives toolkit Interest income tax waiver extended to 2025 Supervision on cross-border data transfer Property tax development Aside from these key takeaways, we will also provide a quick analytical update on all sectors of the Chinese financial […]
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