Stock-Connect Archives - Z-Ben Advisors

Cross Border Market Sizing

The Cross Border Market Sizing report provides an annual in-depth overview and forward-looking assessment of the fast-multiplying access points to and from the Chinese market (QFII, RQFII, HKSCC, QDII etc.), analyzing product development, fund flows, global demand for Greater China asset classes and assessing the full competitive landscape across both major and up-and-coming players in […]

Strategic Outlook

The monthly Strategic Outlook is an in-depth thought leadership piece highlighting critical strategic developments that we believe clients should consider carefully when assessing or formulating their Greater China strategy. Topics are chosen to suit C-suite occupants and vary monthly to balance short-term and longer-term opportunities. Below is the most recent Strategic Outlook:

China Dashboard

The China Dashboard provides a monthly snapshot overview of all sectors of the financial services space (mutual funds, trusts, brokerages etc.) including regulatory developments, asset flows and key developments affecting all participants and their product/service providers. Below is an extract from the most recent China Dashboard:

China Alert

Z-Ben Advisors’ China Alerts are actionable bulletins on key developments in the Chinese Investment Industry, highlighting important shifts in the market landscape, such as the introduction of new regulations or strategic changes in the market place. Below is an example of a weekly China Alert:

Greater China Funds

This data-driven quarterly report on Greater China funds takes a GC product manager’s perspective, focusing on rising global demand amongst institutional investors for exposure to Greater China asset classes. We assess how this translates into sales, redemptions and new product offerings. This competition has been heightened by the creation of new China access programs and […]

Cross Border Update

The Cross Border Update is a research-driven quarterly report that takes a business development approach to the investment activities of Chinese sovereigns (CIC, NCSSF and SAFE) and assesses investments originated by other platforms (insurers, banks, trusts, brokers, asset managers, foundations, etc.). This analysis is complimented by on-going monitoring of new business opportunities in cross-border programs […]