China Alert – Filling in bank wealth regulation gaps

  • BWMPs, Distribution, Mutual Funds, regulations
Filling in bank wealth regulation gaps New bank wealth management rules put the point of sale in the crosshairs. Key differences should be taken as a good sign for mutual fund managers. While still not finalized, it gives insight into perceived growth drivers. Please note that full versions of our China Alerts are for clients […]
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Strategic Outlook: China in 2021

  • Inbound, Market entry, outbound, Portfolio Advisory, QDII, Regionalization, Regulatory
China in 2021 Eight trends to watch Onshore activity has kept a prodigious pace throughout the year, providing a generous wellspring for our perennial trends edition of the Strategic Outlook. In the form of eight defining trends, we take a reading of flow drivers that will factor prominently in 2021. We also examine the nexus […]
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China Dashboard – December 2020

  • AUM, BWMPs, Cash management, FII program, Institutions, JVs, Mandates, Market entry, outbound, QDII, Quota, WFOE
This Dashboard will examine key developments onshore from the month of November, including: China’s 14th five-year plan Credit market distress Regulatory feedback on foreign FMC applications Outbound activity continues Negative list updated for insurers Aside from these key takeaways, we will also provide a quick analytical update on all sectors of the Chinese financial services […]
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China Alert – New JV – new product – old tactics

  • Amundi-BOC, BoC, BWMPs, Fixed Income, JVs
New JV – new product – old tactics Amundi-BOC WM has opened subscriptions for its first product. Marketing material online touts this as another fixed income plus offering. Fundraising results later this week or early next will be revealing. Please note that full versions of our China Alerts are for clients only, if you would […]
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China Alert – Opportunities in onshore credit

  • Defaults, Huatai, Jiangxin, Mutual Funds, Nikko, onshore, PICC, Redemption, Rongtong
Opportunities in onshore credit Several large corporate defaults have spooked onshore credit markets. The impact has been felt by bond fund investors through NAV write-downs. Incoming global managers’ fixed income risk management capabilities are well-suited to fill gaps that remains in the onshore space. Please note that full versions of our China Alerts are for […]
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China Alert – The crowded portfolio advisory sandbox

  • Ant, ChinaAMC, Fees, Mackenzie, Portfolio Advisory, Southern, Tiantian, Vanguard
The crowded portfolio advisory sandbox There are no clear winners yet. Fees and portfolio methodologies vary widely as platforms go after different client types. Key to uptake will be convincing retail investors of the value-add. Please note that full versions of our China Alerts are for clients only, if you would like more information about […]
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China Mutual Fund Series: Quarterly Assessment – 3Q20

  • AUM, Distribution, FMCs, Fundraising, MMFs, Mutual Funds, Products, regulations
The action-packed year continues. Fund managers have scrambled to meet investor demand, pressing product manufacturing logistics into high gear. Flows have been massive. Key to locking in higher profitability will be sustaining AUM over the coming quarters. This edition of our China Mutual Fund Quarterly examines how changing factors are influencing manager and distributor competition. […]
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China Alert -Global appeal for China bond funds

  • BlackRock, Bond funds, Cathay SITE, CSOP, Eurizon, Fixed Income, Fuh Hwa, Pictet, Value Partners
Global appeal for China bond funds Greater China bond funds have added over USD7bn in assets this year through October. Relatively new faces have gained significant market share. While the lineup of offerings is developing, opportunities to fill product gaps remain. Please note that full versions of our China Alerts are for clients only, if […]
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China Alert – QDII: What about the banks?

  • BoC, Citi, HSBC, ICBC, JVs, outbound, QDII, Quota, Standard Chartered
QDII: What about the banks? Foreign participants continue to wield the most bank QDII quota. The latest top-ups demonstrate the program remains a low-level priority for domestic banks. For scale, budding wealth management joint ventures would need to muster greater outbound interest from their onshore partner. Please note that full versions of our China Alerts […]
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China Alert – Fidelity, Neuberger Berman and lessons learned

  • CSRC, Fidelity, FMCs, Neuberger Berman, Regulatory, WFOE
Fidelity, Neuberger Berman and lessons learned Recent regulatory disclosure has provided valuable insight into the fund management application process. Clearly, knowing what is required for an application goes beyond checking boxes. Theory in action is on display here in terms of the degree of agency given to local teams. Please note that full versions of […]
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