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 – The teams that led 2020 fundraising

  • Active equity, AEGON-Industrial, BMO, China Universal, ChinaAMC, DWS, Fullgoal, Fundraising, Harvest, onshore, Portfolio manager, PowerCorp, UBI Banca, Zhong Ou
The teams that led 2020 fundraising A reversal of fortunes has emerged among the leading active equity houses onshore. Slow reactivity to shifting demand is placing some legacies in retrograde. Central to this are tenured PMs who can lead the fundraising charge (or lack thereof). Please note that full versions of our China Alerts are […]
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Strategic Outlook: Active demand

  • Active equity, Active funds, AUM, CSI 300, onshore
Onshore investor needs The numbers speak for themselves: equity fundraising of USD148bn year to date. Active demand is an indispensable driver of mutual fund AUM growth. This comes at a cost to flexibility, though, and one that has to be accounted for as global managers are forming strategies to enter the market. This Strategic Outlook […]
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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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China Dashboard – July 2020

  • Annuity, Asset allocationz, AUM, FMCs, Fundraising, Mutual Funds, onshore, pension, QDII, Trusts, WFOE
This Dashboard will examine key developments onshore from the month of June, including: Tapered monetary easing signaled ChiNext reforms implemented Wealth management pilot announced Derivative trading revised for insurers Universal banking under discussion 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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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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China Alert – Open access extends A-share appeal

  • A-shares, CPPIB, ETFs, Midea, MSCI, onshore
Open access extends A-share appeal Global buyers continue to test ownership limits of onshore stocks. ETF flows into China further reinforce stock picking has been preferred for A-shares. Despite remaining market structure obstacles, demand for China is certainly on the rise. Please note that full versions of our China Alerts are for clients only, if […]
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China Dashboard – May 2020

  • AUM, Banks, Bonds, BWMPs, ChiNext, Distribution, ETFs, Fixed Income, FMCs, Foreign Ownership, Greater China, Infrastructures funds, Institutions, Insurance. Premiums, onshore, private funds, WFOE
This Dashboard will examine key developments onshore from the month of April, including: Investment advisory Publicly-offered infrastructure funds ChiNext restructuring Private fund registrations Bond market trajectory 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 versions of our […]
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Strategic Outlook:2020 Competitive Assessment

  • FMCs, Inbound, onshore, outbound, Rankings
Take five – A comprehensive assessment The China Rankings only scratch the surface and always lead to questions of “why” and “how”. The answers are provided here in Z-Ben Advisors’ annual Competitive Assessment. Through an analytical deep dive, determinate factors and firm-level responses are laid out and explained. The combination of which, while measured against […]
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China Alert – Bank pension products – not so fast

  • onshore, pension scheme
Bank pension products – not so fast Recent reports of banks getting into the pension business may be overstated. Structuring suggests banks aren’t straying too far from their core competencies. Regardless, this adds another dynamic to onshore pension developments. Please note that full versions of our China Alerts are for clients only, if you would […]
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