China Alert – Quota returns

  • BEA, BlackRock, BlackRock CCB, China Life AMP, HSBC, QDII, Quota, SWS Mu
Working through the pension agenda SAFE allotted USD2.21bn of QDII quota at the end of June. Lower barriers to entry mean newer global firms can participate. Further quota grants should moderate towards original SAFE guidance. 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 – Ready for pension flows

  • Commercial pensions, Mutual Funds, pension
Working through the pension agenda Commercial pensions progress continues. Mutual funds are now in the inclusion framework. For fund managers, investor attention is key. 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 – 8163 […]
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China Alert – Regulating interest alignment

  • Franklin Templeton Sealand, Fullgoal, PMs, regulations, Zhong Ou
Working through the pension agenda Rules on fund industry compensation are out. There is some recognition of ongoing practice. Notably, use of deferred benefits as (semi-) permanent capital. 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 – Still investible

  • BlackRock, Bridgewater, Flows, onshore, regulations, Stock Connect
Working through the pension agenda Flows into Chinese equities have rebounded. Risks remain, but don’t pose a significant operational impediment. Steadier onshore economic policy should be a boon for global firms. 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 – Refreshing Direct Access

  • Fixed Income, onshore, Regulators
Working through the pension agenda Barriers continue to fall for inbound fixed income access. Enhancements center on registration and custodial arrangements. The channel should now appeal to a wider range of global investors. 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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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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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 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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