Orient Archives - Z-Ben Advisors

China Alert – Leader and laggard managers in 2020

AUM, BoC, Bosera, competition, E Fund, equity, First State Cinda, Fixed Income, Fundraising, GF, Harvest, Mutual Funds, Orient, Penghua, Ping An, Tianhong

Leader and laggard managers in 2020 Even excluding MMFs, the largest onshore managers are now at the centi-billion-dollar threshold. However, in some cases churn from older funds has eroded recent fundraising. The key question for all managers going into 2021 will be how to best calibrate product development efforts. Please note that full versions of […]

CIB, DWS, E Fund, GF, Harvest, Invesco Great Wall, Orient, QDII, Quota, SAFE, Wanjia, Yinhua

Guess who’s back with quota It has been 17 months since the last QDII quota was issued. QDII utility in ETF connectivity schemes with Hong Kong and Tokyo explain part of the recent batches. Global managers will now be looking for relaxation of the MRF and QDLP channels. Please note that full versions of our […]

AUM, Bond funds, FMCs, Fundraising, MMFs, Mutual Funds, Orient, regulations

It has already been one of the most dynamic years for asset growth in recent memory. The year is shifting the competitive balance, as it is already clear that some managers are faring far better than others. Front of mind is how firms will endeavor to tap into highly concentrated demand while also positioning for […]

China Alert – Leader and laggard managers in 2020

China Alert – Guess who’s back with quota

China Mutual Fund Series: Quarterly Assessment – 2Q20