zbenmarketing, Author at Z-Ben Advisors

China Dashboard – October 2021

Commercial pensions, ETFs, FOFs, Market entry, Mutual Funds, onshore, pension, Pension reform, regulations, Wealth Management Connect, WFOE

This Dashboard will examine key developments onshore from the month of September, including: FMC application activity revives Revised asset management accounting framework Provincial authorities engage on retirement age adjustment Beijing Stock Exchange unveiled Wealth Management Connect rules in place Aside from these key takeaways, we will also provide a quick analytical update on all sectors […]

Active equity, AUM, Brokers, BWMPs, ETFs, FII program, FOFs, Institutions, Insurers, MRF, pension, QDII, Regulators, WFOE

This Dashboard will examine key developments onshore from the month of August, including: Credit market reforms Fidelity receives mutual fund license Expansionary policy signaled Fundraising begins for BlackRock products CSRC half-year conference Aside from these key takeaways, we will also provide a quick analytical update on all sectors of the Chinese financial services industry. Please […]

Baic Group, CSRC, FMCs, Foresight, Leadbank, PICC

Learning from the feedback loop There is plenty that can be learned from domestic fund-company applications. An understanding of regulatory intent is critical for avoiding missteps. This is not a step that global groups can afford to take lightly. Please note that full versions of our China Alert are for clients only, if you would […]

Ant, BlackRock, JVs, Licenses, Mutual Funds, onshore, Vanguard, WFOE

Time out, Vanguard The manager has changed course regarding the onshore market. With its Asia HQ moving to Shanghai, China is far from off the table. This case-specific decision should not be the basis for others to rewrite their plans. Please note that full versions of our China Alert are for clients only, if you […]

Fidelity, FMCs, Neuberger Berman, VanEck, WFOE

The greenfield FMC pipeline One global manager took another step towards a greenfield fund management company. Feedback specifics signal openness and flexibility from the regulators. Patient commitment remains the most important factor for a successful application. Please note that full versions of our China Alert are for clients only, if you would like more information […]

AUM, Brokerage, BWMPs, Fundraising, JVs, Mutual Funds, outbound, pension, WFOE

This Dashboard will examine key developments onshore from the month of February, including: MoHRSS pension commentary Interest builds around further outbound upgrades Foreign holdings top USD1tr Producer inflation outpaces consumption Global groups target multiple market entry points Aside from these key takeaways, we will also provide a quick analytical update on all sectors of the […]

GBA, insurance, outbound, Ping An, Premiums

The Greater Bay Area Policymakers hinted that the new Greater Bay Area investment initiative will be rolled out this year. We expect demand to be concentrated in the early stages. Further clarity is needed to determine how the program will fit into the broader outbound ecosystem. Please note that full versions of our China Alert […]

Active equity, AUM, equity, Fixed Income, Fundraising, Mutual Funds, regulations

The year 2020 finally passed, but industry trends march on. Mutual fund AUM continues to hit new highs as fixed-income and equity managers alike rode buoyant new fundraising. Something lurks: possible corrections will test manager’s newfound direct-to-client strategies and separate those with balanced businesses from those that narrowly advanced in 2020. In this edition of […]

NSSF, pension, PPF

NPC: Pensions in focus The impact that 2020 had on China’s pension system is becoming clearer. The current response will likely pave the way for broader reform. Short-term challenges don’t dampen our long-term optimism of the pension opportunity for global managers. Please note that full versions of our China Alert are for clients only, if […]

AUM, BWMPs, FMCs, Greater China, JVs, MRF, Mutual Funds, pension, QDII, Retail investors, WFOE

This Dashboard will examine key developments onshore from the month of January, including: CSRC takes more direct role in private funds PPF completes first round of SOE asset transfers Foreign groups gain access to pensions and insurance New fundraising lifts industry AUM to all-time highs First QDII quota issuance of 2021 Aside from these key […]

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China Dashboard – October 2021

China Dashboard – September 2021

China Alert – Learning from the feedback loop

China Alert – Time out, Vanguard

China Alert – The greenfield FMC pipeline

China Dashboard – March 2021

China Alert – The Greater Bay Area

China Mutual Fund Series: Quarterly Assessment – 4Q20

China Alert – NPC – Pensions in focus

China Dashboard – February 2021