equity Archives - Z-Ben Advisors

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 […]

Active equity, AUM, equity, Fixed Income, Fundraising, Mutual Funds, regulations

The year 2020 finally passed, but industry trends march on. Mutual fund AUM continues to hit new highs as fixed-income and equity managers alike rode buoyant new fundraising. Something lurks: possible corrections will test manager’s newfound direct-to-client strategies and separate those with balanced businesses from those that narrowly advanced in 2020. In this edition of […]

AUM, BoC, Bosera, competition, E Fund, equity, First State Cinda, Fixed Income, Fundraising, GF, Harvest, Mutual Funds, Orient, Penghua, Ping An, Tianhong

Leader and laggard managers in 2020 Even excluding MMFs, the largest onshore managers are now at the centi-billion-dollar threshold. However, in some cases churn from older funds has eroded recent fundraising. The key question for all managers going into 2021 will be how to best calibrate product development efforts. Please note that full versions of […]

AUM, equity, Fixed Income, Mutual Funds

China at twenty trillion 2020 saw China mutual funds break several growth records. As well as equity, demand returned to previously out of favor asset classes in 4Q20. Flow data shows that fund churn remains a fundamental feature of the onshore industry. Please note that full versions of our China Alerts are for clients only, […]

equity, market reform, pilot scheme

This Dashboard will examine key developments onshore from the month of October, including: Portfolio advisory pilot Regulator reaffirms market reform Increased supervision on structured deposits Window guidance signals equity development Third quarter figures reveal strong demand for equity Aside from these key takeaways, we will also provide a quick analytical update on all sectors of […]

AUM, equity, mutual fund

Equity takes center stage in 3Q19 Onshore mutual fund AUM reached USD1.9tr in the third quarter of 2019. Demand for equity products has opened the door for smaller managers to find flows. With regulatory backing and pensions looming, there’s room for still more growth. Please note that full versions of our China Alerts are for […]

equity, Fixed Income

-We are seeing growth in demand for both China equity and fixed income products -Major global managers have launched physical China funds in the past three months to cater to this -BlackRock is taking action by moving towards better China exposure Update: MSCI may have delayed the inclusion of A-shares into its emerging market indices […]

Strategic Outlook: Inbound – July 2022

China Mutual Fund Series: Quarterly Assessment – 4Q20

China Alert – Leader and laggard managers in 2020

China Alert – China at twenty trillion

China Dashboard – November 2019

China Alert – Equity takes center stage in 3Q19

(China Alert) The end of the China taboo