Strategic Outlook: China: Funds Managers

  • Mutual Funds
Navigating 2019 If fund managers thought 2018 was a ride, 2019 will be even more so. Ever-morphing product development is in for yet another shake-up as competitive and structural changes turn on a dime. In this Strategic Outlook, we examine how such changes will guide managers’ decisions. Global managers looking to capitalize on market opening […]
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China Mutual Fund Series: Quarterly Assessment – 3Q18

  • Mutual Fund Companies, mutual fund sector, Mutual Funds
Reaching yet another AUM high, market uncertainty has proved itself not to be a drag on overall mutual fund growth in the third quarter. Going into the new year, managers’ resolve will be tested by competition from banks – running revamped mutual fund-like wealth management products. In this quarterly report, we examine how managers are […]
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China Mutual Fund Series: Quarterly Assessment – 2Q18

  • AUM, ETF, Mutual Fund Companies, mutual fund sector, Mutual Funds, Public mutual fun
The second quarter saw new mutual fund industry AUM records on the books. This, despite uncertain markets and a continued push by regulators to modernize the industry. It isn’t just resilience in the face of headwinds – new business lines being built from the ground up provide optimism for future growth. In this quarterly report, […]
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China Mutual Fund Series: Quarterly Assessment – 1Q18

  • AUM, ETF, Mutual Fund Companies, mutual fund sector, Mutual Funds, Public mutual fun
Public mutual fund AUM reached another high, with money market funds now accounting for just shy of 60%. This is likely to be the peak, which raises two key issues for fund managers: subsequent AUM flows and necessary business model adjustments. In this report, Z-Ben Advisors looks at how managers are seeing demand across active […]
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China Mutual Fund Series: Quarterly Assessment – 4Q17

  • Mutual Fund Companies, mutual fund sector, Mutual Funds
Long-awaited market liberalization reforms were announced in the fourth quarter, effectively redefining the terms of engagement within the mutual fund industry in the process. At the same time, a series of important regulatory changes occurred with implications for fund managers seeking to position for yet another round of rapid industry growth. In this report, Z-Ben […]
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(China Alert) Mutual fund go-getters and no-getters

  • Mutual Funds
-Institutional mandates boosted competitiveness for large firms -Niche products were the preserve of some smaller firms, helping them to jump up the rankings -Competitive decisions made by FMCs onshore are a roadmap for new foreign and domestic entrants Update: Yesterday, we analyzed the high-level trends in the mutual fund industry; today, we take a closer […]
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China Dashboard – September 2016

  • mutual fund, Mutual Funds, Stock Connect
An overview of the Chinese financial sector of August 2016 that covers topics including: fund flows, regulatory updates, cross border activities, capital markets, insurance sector, mutual fund sector, banks, trust sector, brokerage sector and private (hedge) funds. These updates are further broken down by our analysis and data. In this month’s dashboard, we cover announcement of Shenzhen-HK […]
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(China Alert) Mutual funds: Insti waves and wipeouts

  • Mutual Funds
-Many FMCs saw positive changes in AUM as the market shifted away from last year’s volatility -Tianhong, ChinaAMC and ICBC Credit Suisse were top of the market share rankings at the end of 1H16 -Some JVs are falling further behind their domestic peers Update: After navigating market ups and downs for over a year, mutual […]
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(China Alert) China Mutual Funds-Don’t Stop Me Now

  • Mutual Funds
-China’s mutual fund industry stabilized in Q2 after volatility in Q1 -Institutional demand is building for specific products Update: Z-Ben Advisors finds it interesting that investors are seemingly learning lessons from volatility: last quarter they made more mature investments into fixed income mutual funds rather than just pulling their money out. As a result, China’s […]
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China Mutual Fund Series: Quarterly Assessment – 1Q16

  • 1Q16, FMC subsidiaries, MRF, Mutual Funds
An interesting dynamic has emerged in the Chinese mutual fund industry. Asset managers are attempting to balance public mutual fund business and the non-core segregated account and subsidiary business, largely composed of loan packaging operations. While the AUM of the former dropped in 1Q16 as window-dressing capital was extracted, the AUM of the latter grew […]
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