Strategic Outlook: Outbound – August 2022

  • Asset allocation, ETFs, FMCs, outbound
Outbound Clock in, flow out Take a pause from the usually torrential flow of information associated with building a China business – which regulator, what requirements, which paperwork etc. This month we highlight an oft-overlooked aspect of investment flows. The outbound business has always seemed attractive, if not always practical. Developments over the last few […]
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Strategic Outlook: Inbound – July 2022

  • Bonds, equity, Greater China, Inbound, Licenses, onshore, Products, Stock Connect
China inbound A world of its own The inbound business may have been overshadowed by onshore developments in recent months, but it remains a key pillar of China strategies. Volatility in equity and fixed-income markets have sparked debates over the ideal level of onshore exposure; but levels are just part of the matter. This Strategic […]
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Strategic Outlook: Success factors – June 2022

  • Emerging market, Leadership, Strategies
Web of success A China framework For almost two decades, we have observed the China asset management industry, along with the labors of global firms that engaged. There are lots of interesting anecdotes and many valuable lessons for global managers regardless of the status of their China business. This Strategic Outlook takes a glance at […]
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Strategic Outlook: Rankings – May 2022

  • FMCs, Inbound, Leadership, market access, onshore, outbound, Rankings
China Rankings Longer perspectives Though functional, inbound, outbound and onshore score delineations explain only part of the broader competitive picture. Expanding our qualitative and temporal scope takes the analysis closer to some of the latent catalysts at work. This Strategic Outlook takes a glance at the newest onshore trends. It assesses the need for global […]
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Strategic Outlook: Multi-asset – April 2022

  • Flows, Multi asset, Mutual Funds, Products
Multi-asset Playing catch-up With over 9,500 products in play, China’s mutual fund industry is quickly maturing. But to assess the real speed of development, any analysis needs to go beyond surface-level labeling to look at product design and manufacturing trends. This Strategic Outlook does that through the lens of multi-asset products. This Strategic Outlook takes […]
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Strategic Outlook: Bank wealth management – March 2022

  • BWMPs, Fixed Income, Market Opening, Profitability, Risk management
Bank Wealth Management Hooks and hurdles Bank wealth management is a USD4.6tr industry under transformation. Wealth management platforms are now also firmly in the sights of global groups seeking to take advantage of China’s market opening efforts. This Strategic Outlook takes a glance at the newest onshore trends. It assesses the need for global entrants […]
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Strategic Outlook: Digital – February 2021

  • Alipay, Bangnitou, Distribution, Douyin, FMCs, Tiantian
Digital Distribution or marketing? The increasing integration of digital solutions and partnerships with internet firms mean onshore changes are happening at breakneck speed. As such, it can be difficult to prioritize different elements in the distribution chain. A laser-focus on shelf space can miss nuances in the mainland market. This Strategic Outlook takes a glance […]
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Strategic Outlook: Group-think January 2021

  • BNP Paribas, BWMPs, CITIC, HSBC, Huatai, insurance, JVs, Licenses, Mutual Funds, ownership, Prudential, Taikang
Group-think Multiple China approaches Market opening continued apace in 2020, and foreign groups will soon operate their own fund management companies. At the same time, a wider array of entities will be able to access the mutual fund license, forcing commitment about the best way forward. That path forward will depend on each group’s existing […]
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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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Strategic Outlook: Pensions – November 2020

  • EA, FOFs, NSSF, OA, pension, PPF
Pensions Construction in progress For a number of years now, we’ve made a point of revisiting the topic of pensions in China at the close of the year. Important to the macro landscape, yes, but it is also the largest latent opportunity for investment management onshore. This version of our Strategic Outlook reviews the mechanical […]
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