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 […]
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Strategic Outlook: Rankings – May 2022

  • FMCs, Inbound, Leadership, market access, onshore, outbound, Rankings
China Rankings Longer perspectives Though functional, inbound, outbound and onshore score delineations explain only part of the broader competitive picture. Expanding our qualitative and temporal scope takes the analysis closer to some of the latent catalysts at work. This Strategic Outlook takes a glance at the newest onshore trends. It assesses the need for global […]
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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 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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Strategic Outlook: China in 2021

  • Inbound, Market entry, outbound, Portfolio Advisory, QDII, Regionalization, Regulatory
China in 2021 Eight trends to watch Onshore activity has kept a prodigious pace throughout the year, providing a generous wellspring for our perennial trends edition of the Strategic Outlook. In the form of eight defining trends, we take a reading of flow drivers that will factor prominently in 2021. We also examine the nexus […]
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China Dashboard – November 2020

  • Bonds, ETFs, Fixed Income, Inbound, IPOs, outbound
This Dashboard will examine key developments onshore from the month of October, including: QDII outlook Stock exchange rules for foreign institutional investors Relaxed reserve requirement for FX forwards CCB Pension equity auction Fourth wholly-owned FMC application Aside from these key takeaways, we will also provide a quick analytical update on all sectors of the Chinese […]
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China Alert – QDII: A grand(ish) reopening

  • Inbound, Liberalization, outbound, QDII, Quota
QDII: A grand(ish) reopening QDII quota allocations are set to ramp up over the next 12 months. The strong currency and persistent inbound flows are likely drivers. While new issuances are certainly welcome, they fall short of broader liberalization. Please note that full versions of our China Alerts are for clients only, if you would […]
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China Dashboard – October 2020

  • AUM, ETFs, Inbound, Institutions, IPOs, JVs, MMFs, NSSF, onshore, outbound, pension, QDII, WFOE
This Dashboard will examine key developments onshore from the month of September, including: Foreign institutional investor rules finalized Bond market reforms facilitate foreign investment China sovereign funds New QDII quota Insurance asset management product rules 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 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 […]
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Strategic Outlook: China exposure

  • China exposure, FMCs, Inbound, Institutions, Market Opening, onshore
Getting up to speed Recent evidence demonstrates that allocations to China are picking up pace. This isn’t just along equity and fixed income asset classes, there is also organic demand in broader inbound investment strategies. Considering the interest asset managers and servicing counterparties have in meeting ongoing investment needs, this Strategic Outlook applies a long […]
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