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 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 – November 2021

  • AUM, Brokers, ETFs, Insurers, Mutual Funds, Regulators, Stock Connect, Wealth Management Connect, WFOE
This Dashboard will examine key developments onshore from the month of October, including: Mutual fund AUM growth Expanded derivatives toolkit Interest income tax waiver extended to 2025 Supervision on cross-border data transfer Property tax development 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 Dashboard – August 2020

  • AUM, BWMPs, CIBM, Commercial pensions, FMCs, IPOs, Mutual Funds, outbound, pension, QDII, regulations, Stock Connect, WFOE
This Dashboard will examine key developments onshore from the month of July, including: Fund company management regulations revised Asset Management Guidance deadline extended Guidance on insurance equity asset allocation Proposed bond market cross-trading Fund custody amendment completed Aside from these key takeaways, we will also provide a quick analytical update on all sectors of the […]
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(China Alert) Connect bingo

  • Stock Connect
-With the Stock Connect expanding to Shenzhen next week, other asset classes are being considered -Opportunities vary between ETFs, bonds and other assets being added to the Connect Update: The Shenzhen Stock Connect starts on Monday but the question now is: where to next? This won’t remain an equity-only program. Among the potential asset classes […]
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(China Alert) Inbound access: Connecting the dots

  • Stock Connect
– The Shenzhen Connect will bring investors closer to a fully quota-less system – R/QFII are likely to become the secondary channels in the absence of a dramatic overhaul – This points to firm reasons not to give up licenses Update: The long-awaited Shenzhen Connect kicks off on December 5. While this is important, let’s look at the […]
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China Dashboard – September 2016

  • mutual fund, Mutual Funds, Stock Connect
An overview of the Chinese financial sector of August 2016 that covers topics including: fund flows, regulatory updates, cross border activities, capital markets, insurance sector, mutual fund sector, banks, trust sector, brokerage sector and private (hedge) funds. These updates are further broken down by our analysis and data. In this month’s dashboard, we cover announcement of Shenzhen-HK […]
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(China Alert) Shenzhen Connect: Fashionably late

  • Stock Connect
-The Shenzhen-Hong Kong Connect is set to launch by the end of the year -Through the Connect, foreign investors can access the world’s second-largest equity market -A wider range of stocks is only the beginning with instrument expansion in the cards Update: After rampant speculation and prolonged silences, China’s securities regulator has now announced the […]
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(China Alert) The Connect: One year review

  • cross border, Stock Connect
·2015 was a year of growing global integration for the Connect ·Adding Connect exposure to a prospectus is now essential ·The Connect should expand in both geography and asset class Update: After one year of operation the Connect’s usage stands at 40% and 37% for the northbound and southbound channels respectively. 2015 has been a […]
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