China Alert – Building the pension front end

  • Ant, Distribution, Fidelity, IFAs, Investor education, pension, Tax-deferred pension, Tiantian
The expanding China universe Pension investor onboarding is already underway. Sales and education will largely be the purview of managers and online platforms. Bridging investor information gaps will be key once the program goes live. Please note that full versions of our China Alert are for clients only, if you would like more information about […]
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China Alert – First in not first out

  • China International, Fidelity, JP Morgan, Manulife, Manulife Teda, Market Opening, Mutual Funds, Neuberger Berman
The expanding China universe CSRC approves two global managers in as many weeks. Neuberger Berman will proceed to operations ahead of earlier applicants. Additional approvals should follow after slight adjustments. 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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China Alert – Commercial pension gaps

  • BlackRock, BlackRock CCB, ChinaAMC, Commercial pensions, Distribution
The expanding China universe Pillar three is taking shape ahead of a January buildout. Fund products have been granted the greatest distribution flexibility. There are multiple access points for foreign participations. Please note that full versions of our China Alert are for clients only, if you would like more information about a subscription please contact […]
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China Alert – The first fund buyout

  • Fidelity, JP Morgan, Manulife, Market Opening, Morgan Stanley, Neuberger Berman
The expanding China universe The onshore fund space now has two wholly-foreign-owned operations. Several other managers are primed for approval. Focus now shifts to the execution of new growth initiatives. 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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China Alert – New bearing for CIC

  • CIC, Mandates, Profitability
The expanding China universe The CIC offshore portfolio returned 14.3% in 2021. Expertise needs have evolved following internal restructuring. Mandate opportunities are still on the table. 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 – The expanding China universe

  • Bridgewater, Derivatives, FII program, Market Opening, Neuberger Berman, UBS, Winton
The expanding China universe Progress continues in opening China’s capital markets. Expanded trading opportunities will precede more access points. Events this week will also shed light on policy priorities. 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 – Finding a bank wealth fit

  • BWMPs, FMCs, Industrial Bank Wealth Management, JVs
Finding a bank wealth fit Bank wealth capital needs are being met with sizable retained earnings. This may alter the dynamic for foreign involvement in the industry. Global firms will need to reassess the merits and timing of potential partnerships. Please note that full versions of our China Alert are for clients only, if you […]
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China Alert – Manulife takeover advances

  • FMCs, Foreign shareholders, Franklin Templeton Sealand, HSBC, JP Morgan, JVs, Manulife Teda, Morgan Stanley
Manulife takeover advances Manulife looks to be the confirmed buyer in its JV auction. The head start will require an intensive personnel rework. Pressure for deal progress may reach other local teams. 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 – Pension reserves Status quo

  • Asset allocation, AUM, Fees, NCSSF, pension, Profitability
Pension reserves Status quo Investment returns lifted NSSF assets over USD470bn (RMB3tr) in 2021. Yield compression onshore may prompt greater global exposure. While this may spell mandate opportunities, institutional relationships remain ingrained. 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 – Buying into China’s fund market

  • AUM, Foreign shareholders, GJA, JP Morgan, Valuation
Buying into China’s fund market Strong industry growth has fueled a long list of shareholding transactions. Valuations for scaled operations remain high. This may sway those in existing ventures towards a greenfield approach. 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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