(China Alert) QDII: Evolve to survive

  • QDII
·Foreign participation in China’s trust industry is declining ·A host of new outbound programs better serve key investor demands ·QDII will become a more nuanced program over the next year Update: v this quota halt is only partially attributable to SAFE’s concerns over capital flight. The past 18 months have seen the launch of several new […]
Read More

(China Alert) Outbound flows: More volume, better programs

  • FTZ, QDII, QDII2, RQDII
·QDII2 and RQDII are the next steps in outbound investment ·The programs are both complements and upgrades to QDII ·Real opportunities for foreign managers are being created Update: While attention has been focused on Xi’s visit to the UK, and the warm glow arising from trade agreements, Z-Ben Advisors has been surprised to see a […]
Read More

(China Alert) QDII and MRF: Out with old, in with the new

  • FMC, JV, MRF, QDII
·Two joint venture FMCs killed off QDII funds last week. ·They died for reasons that have little to do with QDII’s overall health. ·The liquidations reinforce how MRF timing and fund choice will be critical at this juncture. Update: Two JV FMCs – Manulife Teda and Fortune SG – each liquidated a QDII fund last week, an industry first. Z-Ben […]
Read More
China Alert

China Alert

  • Distribution, FTZ, Insurers, Mutual Fund Companies, Mutual Recognition, Pension Sector, Private Fund Managers, QDII, QDLP, QFII, RQFII, Stock Connect, SWFs, Trusts, WFOE
  The periodic China Alert responds rapidly to China’s almost daily shifts in regulation, demand, access, competition and opportunity which impact global managers’ China business. These actionable bulletins keep our clients up-to-date, allowing them to adjust tactics accordingly to capture maximum China upside. Please contact [email protected] for more information.
Read More
China Dashboard

China Dashboard

  • Banks, Brokerage Sector, Insurers, Mutual Fund Companies, Private Fund Managers, QDIE, QDII, QDLP, QFII, RQFII, Stock Connect, WFOE
The monthly China Dashboard encompasses a snapshot overview of all sectors of the asset management space onshore (mutual funds, private funds, cross-border investment, institutions, banks, brokerages and more), while providing targeted commentary on capital markets and regulatory sentiment. This report identifies and highlights the key developments affecting all market participants and their product/service providers. Please […]
Read More
Strategic Outlook

Strategic Outlook

  • Distribution, FTZ, Mutual Fund Companies, Mutual Recognition, Private Fund Managers, QDIE, QDII, QDLP, QFII, RQFII, Stock Connect, WFOE
  The monthly Strategic Outlook discusses the critical strategic developments, trends or issues that we believe clients should consider carefully when assessing or formulating their China strategy. This thought leadership piece selects and tailors topics to suit C-suite occupants, varying monthly to balance short-term and longer-term opportunities. Please contact [email protected] for more information.
Read More
Login
Follow us