China Dashboard – April 2022

  • Brokerage, Brokers, cross border, FMCs, FSDC, Institutions, Insurers, JVs, Markets, pension, private funds, Regulators, Stock Connect
This Dashboard will examine key developments onshore from the month of March, including: Regulators move to stabilize financial markets Fidelity winds down onshore private funds 2021 FMC profits Macro environment PBoC profit transfer 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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China Dashboard – September 2020

  • AUM, BWMPs, ETF Connect, ETFs, FMCs, Institutions, IPOs, JVs, offshore, private funds, WFOE
This Dashboard will examine key developments onshore from the month of August, including: First wholly-owned foreign FMC approved Fund distribution rules finalized Hong Kong-Shenzhen ETF master-feeder scheme Auction price of China International Distribution details from Ant Group’s IPO prospectus Aside from these key takeaways, we will also provide a quick analytical update on all sectors […]
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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: Role models

  • Market Opening, private funds, Profitability, Roboadvisory
Crafting a competitive China business As the onshore fund business approaches its largest market-opening date yet, global managers looking to chart their own courses have some difficult decisions to make. Fortunately, there’s no need to go in blindly; domestic counterparts and joint ventures have gone through these experiences before. In this Strategic Outlook, we profile […]
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China Dashboard – June 2019

  • Bank wealth management, Baoshang Bank, capital markets, cross border, institutional targeting, PBoC, Private fund, private funds, tax scheme
This Dashboard will examine key developments onshore from the month of May, including: PBoC moves to calm the market after Baoshang Bank takeover Bank wealth management subsidiaries open their doors Private fund rules added to State Council 2019 schedule Inbound bond account management streamlined Insurers set to reap benefit of new tax incentives Aside from […]
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China Dashboard – May 2019

  • capital markets, cross border, institutional targeting, private funds
This Dashboard will examine key developments onshore from the month of April, including: Full ownership in Shanghai FTZ Pension infrastructure testing Tech funds capitalize on investor enthusiasm State Council lays out plans for pensions Fresh QDII quota Aside from these key takeaways, we will also provide a quick analytical update on all sectors of the […]
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China Dashboard – April 2019

  • capital markets, cross border, institutional targeting, private funds
This Dashboard will examine key developments onshore from the month of March, including: CSRC ticks off more majority ownership approvals Sub-advisory business becomes tangible CSRC schedules busier 2019 Change of guard at CIC and NCSSF Annual policy goals Aside from these key takeaways, we will also provide a quick analytical update on all sectors of […]
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China Alert – What sub-advisory is and isn’t

  • foreign fund managers, private funds, WFOE
What sub-advisory is and isn’t Recent approvals have led to some confusion over global managers’ onshore opportunity set. This sub-advisory qualification should be pursued by all investment WFOEs, as it offers an advisory add-on to the private fund product business. It marks yet another route for foreign managers to compete domestically. Please note that full […]
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China Dashboard – March 2019

  • capital markets, cross border, institutional targeting, private funds
This Dashboard will examine key developments onshore from the month of February, including: More tax reprieve as NPC ushers in targeted VAT cuts Third-party distributors under additional scrutiny Expanding opportunity set for private fund managers Requirements tightened for fund company executives Greater Bay integration set stage for Wealth Connect Aside from these key takeaways, we […]
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China Dashboard – February 2019

  • capital markets, cross border, institutional targeting, private funds
This Dashboard will examine key developments onshore from the month of January, including: Expanded investment scope for major inbound channels The expected impact of a new CSRC chairman Arrival of Shanghai tech board nears China bonds see growing global participation through indexing and rating Brokers step up competition on service provision and fees Aside from […]
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