China Alert – Finding a bank wealth fit

  • BWMPs, FMCs, Industrial Bank Wealth Management, JVs
Finding a bank wealth fit Bank wealth capital needs are being met with sizable retained earnings. This may alter the dynamic for foreign involvement in the industry. Global firms will need to reassess the merits and timing of potential partnerships. Please note that full versions of our China Alert are for clients only, if you […]
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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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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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China Dashboard – February 2022

  • AUM, BlackRock, Brokerage, BWMPs, FMCs, IM WFOE, Inbound, Insurers, MMFs, PMs, Regulators, WFOE
This Dashboard will examine key developments onshore from the month of January, including: MMF liquidity management PBoC rate adjustments Insurance solvency revisions Digital economy extension of 14th five-year plan ETF asset growth Aside from these key takeaways, we will also provide a quick analytical update on all sectors of the Chinese financial services industry. Please […]
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China Alert – An alternate route to pensions

  • BlackRock, BWMPs, CCB, CMB, Everbright, ICBC, pension, Pilot, Retirement funds
An alternate route to pensions The bank pension pilot has its first foreign participant. Four wealth management companies already market products. Manufacturers are angling for Pillar Three positioning. 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 Dashboard – September 2021

  • Active equity, AUM, Brokers, BWMPs, ETFs, FII program, FOFs, Institutions, Insurers, MRF, pension, QDII, Regulators, WFOE
This Dashboard will examine key developments onshore from the month of August, including: Credit market reforms Fidelity receives mutual fund license Expansionary policy signaled Fundraising begins for BlackRock products CSRC half-year conference Aside from these key takeaways, we will also provide a quick analytical update on all sectors of the Chinese financial services industry. Please […]
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China Dashboard – March 2021

  • AUM, Brokerage, BWMPs, Fundraising, JVs, Mutual Funds, outbound, pension, WFOE
This Dashboard will examine key developments onshore from the month of February, including: MoHRSS pension commentary Interest builds around further outbound upgrades Foreign holdings top USD1tr Producer inflation outpaces consumption Global groups target multiple market entry points Aside from these key takeaways, we will also provide a quick analytical update on all sectors of the […]
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China Dashboard – February 2021

  • AUM, BWMPs, FMCs, Greater China, JVs, MRF, Mutual Funds, pension, QDII, Retail investors, WFOE
This Dashboard will examine key developments onshore from the month of January, including: CSRC takes more direct role in private funds PPF completes first round of SOE asset transfers Foreign groups gain access to pensions and insurance New fundraising lifts industry AUM to all-time highs First QDII quota issuance of 2021 Aside from these key […]
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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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China Dashboard – January 2021

  • BWMPs, Distribution, ETFs, Fundraising, Inbound, Institutions, JVs, QDLP, WFOEs
This Dashboard will examine key developments onshore from the month of December, including: Bank wealth management distribution rules drafted Record new fundraising in 2020 Expanded QDLP in Shanghai and Beijing Delisting rules finalized Product debut from Amundi-BOC Aside from these key takeaways, we will also provide a quick analytical update on all sectors of the […]
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