Strategic Outlook Archives - Page 6 of 6

Strategic Outlook: Integrating, not Emerging Part IV

Part IV: Competition, effective China strategies What are we doing about China? This question among global asset managers has moved from whether to go in, to how. Narratives of initial success or failure inevitably skew perceptions over the viability of operations, and this skew can be worsened by weak incentive planning. Z-Ben Advisors has identified […]

New markets, opportunity

Part III: Opportunity – lower barriers, shifting assets Z-Ben Advisors believes that the most troubling aspect of many of the market-spanning narratives currently surrounding China is that they fail to contextualize the nation’s actual contribution to global growth appropriately. Nor do they establish what that growth means for the broad population of foreign firms itching […]

Risk, volatility

Market swings that characterize economies with deepening financial systems – The US in the 1980s and Europe in the 1990s – are now being seen onshore in China but on a much different scale and at a much different point in its development. The mid-point of 2015 demonstrated that equity volatility originating in China can […]

competition, opportunity, volatility

Part I: Volatility, opportunity and competition in Greater China Z-Ben Advisors’ new research, “China: Integrating, not Emerging” shows how mainland China’s financial services landscape has changed as a reaction to the severe volatility that has emerged over the last several months. The aftermath of this crisis will bring tremendous opportunity for international investment managers, as access to […]

Strategic Outlook July 2015

The Advent of 100% Control Chinese regulators have now formalized the possibility of 100% foreign (non-Chinese) ownership of an asset manager. This means that, for the first time, international firms with interest in the Mainland market will have options outside of the limiting joint-venture approach, which has been the primary avenue for past attempts at […]

Strategic Outlook: June 2015

China ETFs – It’s complicated Navigating the waters of China ETFs China ETFs have seen a sudden reversal of fortune over the past six months as global investors attempt to profit from the resurging Chinese equities market. While flows in and out of these ETFs have been volatile, demand looks set to rise over the […]

Strategic Outlook April 2015

Barriers to RMB fixed-income access Walking through a newly opened gate Despite being among the largest debt markets in the world, China’s fixed income space commands a relatively limited amount of attention from the global investment community. Long-standing barriers to entry remain the oft-cited reason for hesitation by global players. The prospect of these barriers […]