China Alert – Fund hauls: 2020 in perspective

  • Active equity, Bond funds, E Fund, Fullgoal, Fundraising, GF, Invesco Great Wall, WFOE, Zhong Ou
Fund hauls: 2020 in perspective Year-end totals surpassed 2015 and 2019 fundraising peaks. Demand for active equity drove most of the year’s new fundraising. While the market upturn carries into 2021, some managers will strain to retain competitiveness. Please note that full versions of our China Alerts are for clients only, if you would like […]
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China Dashboard – December 2020

  • AUM, BWMPs, Cash management, FII program, Institutions, JVs, Mandates, Market entry, outbound, QDII, Quota, WFOE
This Dashboard will examine key developments onshore from the month of November, including: China’s 14th five-year plan Credit market distress Regulatory feedback on foreign FMC applications Outbound activity continues Negative list updated for insurers Aside from these key takeaways, we will also provide a quick analytical update on all sectors of the Chinese financial services […]
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China Alert – Fidelity, Neuberger Berman and lessons learned

  • CSRC, Fidelity, FMCs, Neuberger Berman, Regulatory, WFOE
Fidelity, Neuberger Berman and lessons learned Recent regulatory disclosure has provided valuable insight into the fund management application process. Clearly, knowing what is required for an application goes beyond checking boxes. Theory in action is on display here in terms of the degree of agency given to local teams. Please note that full versions of […]
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China Alert – Van Eck’s 25-year China journey

  • JVs, Shenyin Wanguo Securities, Van Eck, WFOE
Van Eck’s 25-year China journey What started in 1996 culminated in a formal fund management company application yesterday. On multiple fronts, the strategy has demonstrated a genuine, long-term commitment to China. The baton is now passed to the experienced Shanghai team to effectively execute on these long-developed plans. Please note that full versions of our […]
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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 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 – 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 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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China Dashboard – June 2020

  • AUM, BWMPs, Distribution, Institutions, JVs, Licenses, Mutual Funds, offshore, WFOE
This Dashboard will examine key developments onshore from the month of May, including: Inbound reforms take effect Regulators’ policy outlook Distribution competition restarts Broker rating rules updated Financial reforms signaled 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 […]
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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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