Strategic Outlook: Outbound – August 2022

  • Asset allocation, ETFs, FMCs, outbound
Outbound Clock in, flow out Take a pause from the usually torrential flow of information associated with building a China business – which regulator, what requirements, which paperwork etc. This month we highlight an oft-overlooked aspect of investment flows. The outbound business has always seemed attractive, if not always practical. Developments over the last few […]
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China Mutual Fund Series: Quarterly Assessment – 1Q22

  • AUM, Distribution, ETFs, Flows, FMCs, Fundraising, JVs, Market share, Mutual Funds, pension, Products, Regulation, regulations
Markets drew a challenging start to 2022. An optimistic January quickly gave way to meager demand for both equity and fixed income products. New fundraising hit a three-year low. Many product development plans were aborted, but some managers were able to pivot to maintain some semblance of momentum. As firms contend with their respective hurdles, […]
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China Dashboard – May 2022

  • AUM, Banks, Brokerage, CCB Pension, cross border, ETFs, Fixed Income, FMCs, Greater China, Institutions, Liquidity, Markets, pension, PFMs, QDII, Regulators, Tax-deferred pension, Trusts, Wealth Management Connect
This Dashboard will examine key developments onshore from the month of April, including: Upgrades to tax-deferred pensions First quarter fund flows CSRC fund industry roadmap PCAOB concessions Reserve ratio adjustment 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 […]
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China Alert – Bringing NYC to Shanghai

  • AUM, BlackRock, China Universal, CSI, ETFs, MSCI, onshore, Southern
Working through the pension agenda BlackRock is bringing its bread-and-butter ETF trade onshore. Managers in the approval pipeline are also looking to play on global strengths. This launch will be a real-time case study. Please note that full versions of our China Alert are for clients only, if you would like more information about a […]
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China Alert – Right product, right time

  • E Fund, ETFs, Organic flow, Products, QDII, Zhong Ou
Right product, right time One ETF has had USD7.5bn of inflows since early last year. Retail speculation is the key driver. This behavior looks to be here to stay. 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: […]
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China Dashboard – January 2022

  • AUM, Bond Connect, Commercial pensions, EA, ETFs, FMCs, PMs, QDII, WFOE
This Dashboard will examine key developments onshore from the month of December, including: Mutual funds set fast growth pace Commercial pension reforms Insurance AM shareholding Updated Connect schemes Central bankers convene on economy Aside from these key takeaways, we will also provide a quick analytical update on all sectors of the Chinese financial services industry. […]
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China Dashboard – December 2021

  • Active equity, AUM, ETFs, Fixed Income, Fundraising, Insurers, IPOs, JVs, Mutual Funds, Policy, QDII, Regulators, WFOE
This Dashboard will examine key developments onshore from the month of November, including: Banks vs. IFAs Prime money market funds November QDII quota issuance Investment advisory guidance Infrastructure REITs 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 […]
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China Mutual Fund Series: Quarterly Assessment – 3Q21

  • Active equity, AUM, Bond funds, Distribution, ETFs, Fixed Income, Flows, FMCs, FOFs, Fundraising, JVs, Market share, Mutual Funds, pension, Products, Regulation, Regulatory
Fixed-income products continued their streak from 2Q21, helping industry AUM to another high. This is not a new phenomenon, but this time, the drivers are different. These are undoubtedly difficult times for active equity lines, but some managers have persevered in collecting net inflows amid the morass. At the same time, competition among distributors is […]
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China Dashboard – November 2021

  • AUM, Brokers, ETFs, Insurers, Mutual Funds, Regulators, Stock Connect, Wealth Management Connect, WFOE
This Dashboard will examine key developments onshore from the month of October, including: Mutual fund AUM growth Expanded derivatives toolkit Interest income tax waiver extended to 2025 Supervision on cross-border data transfer Property tax development Aside from these key takeaways, we will also provide a quick analytical update on all sectors of the Chinese financial […]
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China Dashboard – October 2021

  • Commercial pensions, ETFs, FOFs, Market entry, Mutual Funds, onshore, pension, Pension reform, regulations, Wealth Management Connect, WFOE
This Dashboard will examine key developments onshore from the month of September, including: FMC application activity revives Revised asset management accounting framework Provincial authorities engage on retirement age adjustment Beijing Stock Exchange unveiled Wealth Management Connect rules in place Aside from these key takeaways, we will also provide a quick analytical update on all sectors […]
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