A new set of rules from the CBIRC will enlarge the investor base for insurance asset management products. This could ramp up investor demand.
As its institutional asset base in Asia grows, the Scottish fund house has located a dealing duo in the region after launching an onshore China business late last year.
China appears to have largely fought off the coronavirus, while the US is yet to hit peak contagion. How are investors viewing each market?
Market volatility has resulted in challenges in both equity and fixed-income investments for China's biggest lifer.
The spread of the coronavirus underlines both the extent of Beijing's control in China, but also the vulnerabilities this can cause. Overseas investors need to take stock.
Despite headwinds facing the Chinese economy, big asset owners expect mainland private equity to become more attractive, potentially requiring a change in investment approach.
As Beijing seeks to expand its pension system it will need to find ways to simplify how the system is managed, instead of maintaining the set of watchdogs that currently have a say.
Fund managers and asset owners may be putting expansion activity on hold in China amid the coronavirus outbreak, but Beijing is expected to keep opening up the financial market.
As part of its efforts to reform the pension industry, China could let corporate pensions invest offshore via international fund managers. It's a sizeable business opportunity.
China has bold pension reform plans, including giving foreign fund houses more entry to its market and expanding the range of investment vehicles to be eligible pension products.
The big Chinese insurer is about to fund its first global multi-asset portfolio, as chief investment officer Ben Deng continues a strategy revamp and eyes more foreign exposure.
Investor concerns are rising about the bonds issued by local government funding platforms due to the coronavirus epidemic. But rating analysts believe defaults are unlikely.
The firm outlined its investment plans and macro outlook, while admitting that the coronavirus epidemic will have near-term impact on its investments as markets will be more volatile.
Beijing will likely require asset owners play a bigger role in ESG investing as part of broader sustainability plans when it announces its five-year plan later this year, according to KPMG.
Work on the planned China-Hong Kong trading link for exchange-traded funds is continuing, albeit in the shadow of the coronavirus outbreak, global trade spats and cross-border tension.
Chinese and HK state investors may well expect private fund firms to use the new limited partnership regime, for which a proposal is imminent, says a lawyer involved in the process.
While the full impact of the virus remains unclear, it will likely force China to maintain a degree of policy support into the second half of 2020 and possibly beyond.
A mixture of low bond yields, interest rate cuts and insurers avoiding risky assets will lower returns, though A-share volatility will have a limited impact, say credit analysts.
Beijing’s attempts to soften the coronavirus outbreak's impact on local equities may provide temporary support to the market, but experts think it could spell trouble for investors.
The financial giant plans to complete its intelligent investment platform for ESG this year and hopes the technology can be widely adopted by the industry when it becomes robust.