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 […]
Read More

China Alert – Filling in bank wealth regulation gaps

  • BWMPs, Distribution, Mutual Funds, regulations
Filling in bank wealth regulation gaps New bank wealth management rules put the point of sale in the crosshairs. Key differences should be taken as a good sign for mutual fund managers. While still not finalized, it gives insight into perceived growth drivers. Please note that full versions of our China Alerts are for clients […]
Read More

China Mutual Fund Series: Quarterly Assessment – 3Q20

  • AUM, Distribution, FMCs, Fundraising, MMFs, Mutual Funds, Products, regulations
The action-packed year continues. Fund managers have scrambled to meet investor demand, pressing product manufacturing logistics into high gear. Flows have been massive. Key to locking in higher profitability will be sustaining AUM over the coming quarters. This edition of our China Mutual Fund Quarterly examines how changing factors are influencing manager and distributor competition. […]
Read More

Strategic Outlook: Fintech

  • Ant, CMB, Distribution, fintech
One Ant at a time All eyes are on Ant – at least in the IPO world. The company has catapulted to the fore of the financial industry in China and helped define a fintech landscape. At the same time, its role in the distribution of funds and financial services is constantly changing. Keeping pace […]
Read More

China Alert – Upending bank distribution

  • Ant, China Merchants, Distribution, Fundraising, Marketing, Online Platform
Upending bank distribution Ant is breaking the bank to push new funds exclusively on its platforms. While banks are up in arms, true change in distribution still needs time. The cost for managers willing to take such flow volume: actual counterparty due diligence. Please note that full versions of our China Alerts are for clients […]
Read More

China Alert – The big reallocation in detail

  • Active equity, AEGON-Industrial, AUM, China Universal, Distribution, E Fund, MMFs, Mutual Funds, UBI Banca, Zhong Ou
The big reallocation in detail The verdict is in: investors are moving from MMFs to active equity. Not going away is the nagging issue of hyperactive fund churn. This is being intensified by business models at the heart of online distribution platforms. Please note that full versions of our China Alerts are for clients only, […]
Read More

China Alert – Making a go-to China manager

  • AUM, Distribution, Greater China, Inbound, Institutions, onshore
Making a go-to China manager Greater China AUM totaled USD198bn in May. More noteworthy in 1H20 have been competitive developments. An opportunity remains for global firms to ride rising demand for onshore assets. Please note that full versions of our China Alerts are for clients only, if you would like more information about a subscription […]
Read More

China Dashboard – June 2020

  • AUM, BWMPs, Distribution, Institutions, JVs, Licenses, Mutual Funds, offshore, WFOE
This Dashboard will examine key developments onshore from the month of May, including: Inbound reforms take effect Regulators’ policy outlook Distribution competition restarts Broker rating rules updated Financial reforms signaled Aside from these key takeaways, we will also provide a quick analytical update on all sectors of the Chinese financial services industry. Please note that […]
Read More

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 […]
Read More

China Dashboard – May 2020

  • AUM, Banks, Bonds, BWMPs, ChiNext, Distribution, ETFs, Fixed Income, FMCs, Foreign Ownership, Greater China, Infrastructures funds, Institutions, Insurance. Premiums, onshore, private funds, WFOE
This Dashboard will examine key developments onshore from the month of April, including: Investment advisory Publicly-offered infrastructure funds ChiNext restructuring Private fund registrations Bond market trajectory Aside from these key takeaways, we will also provide a quick analytical update on all sectors of the Chinese financial services industry. Please note that full versions of our […]
Read More
Login
Follow us