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 […]
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China Mutual Fund Series: Quarterly Assessment – 1Q20

  • Active equity, AUM, Fixed Income, FMCs, Fundraising, Mutual Funds, QDII, regulations
An uncertain quarter for the market saw investors certain about committing more capital, and many fund managers were ready to capitalize. Fund launches across multiple asset classes attracted large subscriptions. This came at the same time as managers incorporated digital investor outreach in new ways and market opening forged ahead. This edition of our China […]
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China Alert – Mutual fund registrations overhauled

  • Fixed Income, Mutual Fund Companies, mutual fund sector, Mutual Funds
Mutual fund registrations overhauled           Window guidance from CSRC has signaled equity product registration will be fast-tracked. On the other hand, fewer fixed income products are expected to be permitted and those that do will face tighter fundraising restrictions. While competitive dynamics may be tested in the long term, an immediate concern […]
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China Mutual Fund Series: Quarterly Assessment – 2Q19

  • AUM, institutional investor, Mutual Fund Companies, mutual fund sector, Mutual Funds
Market performance and bank takeovers combined to trim mutual fund AUM in 2Q19. Outflows continued, but fundraising mostly held strong across the board. This quarterly update from Z-Ben Advisors examines exactly how some fund managers are increasingly looking to diversify both institutional and retail product lines. As competition in new spaces ramps up, those strategies […]
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China Mutual Fund Series: Quarterly Assessment – 1Q19

  • AUM, Mutual Fund Companies, mutual fund sector, Mutual Funds
A rebounding market in the first quarter of 2019 took mutual fund AUM to new highs. But organic flows revealed more layered results to fundraising and demand. In this quarterly update, Z-Ben Advisors reviews industry profitability in 2018 and the evolving dynamics of market concentration. As the dust from this latest boom settles, managers will […]
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Strategic Outlook: China: Inbound flows

  • Distribution, Mutual Funds
Inbound flows The coming years Investment flows into China have picked up considerably in the last 18 months. Those months will surely be viewed as the trickle that preceded the stream as most work done has merely been preparatory. With this Strategic Outlook we devise a model to project inflows, year by year, to supplement […]
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Strategic Outlook: China: 2019 China Rankings

  • Distribution, Mutual Funds
2019 China Rankings  Coming into focus The fourth edition of our China Rankings clearly demonstrates a change of pace as China strategies are refined at the firm level. Following from those Rankings, this Strategic Outlook delves deeper into the results to discuss the drivers of the three business lines: onshore, outbound and inbound. More importantly, […]
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Strategic Outlook: China: Distribution

  • Distribution, Mutual Funds
The shifting ground Getting funds to investors is a less-than-straightforward affair – a fact that global managers will have to work through as they bring in their goods. Mastering the craft of distribution in China is a feat few have accomplished. This Strategic Outlook examines what the current distribution framework entails for mutual fund managers. […]
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China Mutual Fund Series: Quarterly Assessment – 4Q18

  • Mutual Fund Companies, mutual fund sector, Mutual Funds
The end of 2018 saw many of the trends observed earlier in the year continue to play out – passive inflows, institutional demand, and more. However, a market turnaround in the first quarter of this year has the potential to force a reassessment of gaps in active management coverage. This quarterly update will identify those […]
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Strategic Outlook: China: Valuation

  • Mutual Funds
Putting a price on China Growing demand for deals means a growing need to understand the workings of a China valuation. Z-Ben Advisors takes a methodical look at the factors influencing a fund manager’s valuation. Starting from the ground up, we assess standard metrics, the application of global considerations and also the China-specific factors not […]
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