China Alert – The perfect turnaround story

  • AUM, First State Cinda, Fundraising, JVs, MMFs
The perfect turnaround story Here, we show how success begins and ends with the right leadership and their authority to take action. The success of new management’s decisions is fully captured with firm-wide AUM doubling in just six months. Foreign groups targeting China should take away key lessons from this joint venture’s troubled past. Please […]
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China Alert – The future of asset allocation

  • Asset allocation, Bond Connect, CIBM, CPPIB, Fixed Income
The future of asset allocation Major global institutions are rebalancing portfolios in favor of greater China fixed income exposure. Quirks persist, but elevated global demand suggests confidence in the market’s long-term trajectory. Limited visibility and new risk dynamics will require greater familiarity with the space. Please note that full versions of our China Alerts are […]
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China Alert – Open access extends A-share appeal

  • A-shares, CPPIB, ETFs, Midea, MSCI, onshore
Open access extends A-share appeal Global buyers continue to test ownership limits of onshore stocks. ETF flows into China further reinforce stock picking has been preferred for A-shares. Despite remaining market structure obstacles, demand for China is certainly on the rise. Please note that full versions of our China Alerts are for clients only, if […]
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China Alert – Early access proves valuable for pensions

  • AMP, insurance, pension, Ping An, Premiums, Tax-deferred pension
Early access proves valuable for pensions The small club of China’s pension companies were all profitable in 2019. Scale is the common denominator in their success, even as individual companies charted alternative routes. Foreign participation is currently limited in this segment, but should not be ruled out as a competitive option. Please note that full […]
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China Alert – Passported funds bank on familiarity

  • AUM, Distribution, HSBC, MRF, offshore, Tianhong, Tiantian, Value Partners
Passported funds bank on familiarity Inflows into mutual recognition products remained concentrated in 2H19. However, faster approvals and new distribution strategies introduce new competitive dimensions. Domestic market swings are likely to create pockets of demand for offshore exposure. Please note that full versions of our China Alerts are for clients only, if you would like […]
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China Alert – Who is holding your chops?

  • WFOE
Who is holding your chops? A flurry of management changes has accompanied heightened WFOE activity. Industry experience suggests merging the two key roles can be problematic. Key-person stability is vital for internal alignment of a China strategy. Please note that full versions of our China Alerts are for clients only, if you would like more […]
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China Alert – Case study – runway for growth

  • Distribution
Case study – runway for growth The profitability of one domestic manager makes a case for upward mobility in the industry. Human capital played a significant role in its early success. Heavy spending will be required for global firms to replicate such growth. Please note that full versions of our China Alerts are for clients […]
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China Alert – Ant-Vanguard, a review

  • Fees, Products, Roboadvisory
Ant-Vanguard, a review The service’s front end is basic in its initial functionality. It mirrors offerings already available to investors. There is little evidence of proprietary support from Ant Financial. Please note that full versions of our China Alerts are for clients only, if you would like more information about a subscription please contact us: […]
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China Alert – Now the hard work begins

  • JV, Market Opening
Now the hard work begins It is April 1st and the doors to China are open. Do the first through the door always get shot? We will see. Our advice: work at your own speed; ignore all headlines. Please note that full versions of our China Alerts are for clients only, if you would like […]
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China Alert – The nuance of China’s opening

  • Foreign Ownership, Market Opening
The nuance of China’s opening Applications will be made in the coming week. Incentives to apply will address critical, and current, obstacles. Application, approval, operational – know the difference. Please note that full versions of our China Alerts are for clients only, if you would like more information about a subscription please contact us: Tel: […]
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