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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China Alert – Still investible

  • BlackRock, Bridgewater, Flows, onshore, regulations, Stock Connect
Working through the pension agenda Flows into Chinese equities have rebounded. Risks remain, but don’t pose a significant operational impediment. Steadier onshore economic policy should be a boon for global firms. Please note that full versions of our China Alert are for clients only, if you would like more information about a subscription please contact […]
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China Alert – Refreshing Direct Access

  • Fixed Income, onshore, Regulators
Working through the pension agenda Barriers continue to fall for inbound fixed income access. Enhancements center on registration and custodial arrangements. The channel should now appeal to a wider range of global investors. Please note that full versions of our China Alert are for clients only, if you would like more information about a subscription […]
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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 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 – IPO revamp Managers take note

  • IPOs, onshore, Reform, VSRC
IPO revamp: Managers take note Filing-and-registration systems have accelerated corporate listings. Now, the two largest onshore boards are set for upgrades. Changes will impact managers, brokers and investors alike. 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 – 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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China Alert – Time out, Vanguard

  • Ant, BlackRock, JVs, Licenses, Mutual Funds, onshore, Vanguard, WFOE
Time out, Vanguard The manager has changed course regarding the onshore market. With its Asia HQ moving to Shanghai, China is far from off the table. This case-specific decision should not be the basis for others to rewrite their plans. Please note that full versions of our China Alert are for clients only, if you […]
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China Alert – Opportunities in onshore credit

  • Defaults, Huatai, Jiangxin, Mutual Funds, Nikko, onshore, PICC, Redemption, Rongtong
Opportunities in onshore credit Several large corporate defaults have spooked onshore credit markets. The impact has been felt by bond fund investors through NAV write-downs. Incoming global managers’ fixed income risk management capabilities are well-suited to fill gaps that remains in the onshore space. Please note that full versions of our China Alerts are for […]
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China Alert – A tectonic shift in China fund flows

  • Active equity, AUM, Fixed Income, Flows, Harvest, MMFs, onshore
A tectonic shift in China fund flows Third-quarter fund flows are revealing further dislocations in short-dated fixed income. At the firm level, the partial dataset suggests some bank-backed managers have been materially impacted. Flows continue to gravitate to active equity products, reflecting steady market demand. Please note that full versions of our China Alerts are […]
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