Investors

The investors research topic covers all of the major investor demographics in China, and corresponding characteristics for each group. This includes the underlying demand drivers, key product types targeting each group, investor behavior and rationale, degree of maturation and sophistication, and evolving opportunities for each group. 

Examples of the key investor groups covered include mass retail, mass affluent, high (and ultra-high) net worth individuals, institutional investors (e.g. insurance companies), and China’s three sovereign wealth funds (CIC, NCSSF, and SAFE). 

Mass Retail & HNWIs:

Bank Disintermediation: Average Zhou's RMB60tr Portfolio
May 2011

Ten Million Handbags:
 Accessing China's HNW Investors
June 2010

China's HNWIs: How Many Add a Zero

August 2009

Sovereign Wealth Funds:

CIC's US Disclosures:
 Reading Between the Lines
March 2010

CIC's Direct Investments: The End of the Beginning
November 2009

Central Huijin and China Jianyin: CIC's Prize Domestic Herd
September 2009

Chinese SWF Investment: A Dramatically Changed Game
May 2009

NCSSF 2008 Overview: Parsing the Numbers
March 2009

China Investment Corp: Hurry Up and Wait! 
November 2008

NCSSF 2007 Annual Report: Growth and the Drive to Diversify
September 2008

Pension Asset Soar: Growing More Aggressive
June 2008

CIC vs. SAFE: Competing on the Global Stage
May 2008

Sovereign Wealth Funds, plural!: Ten Things You Need to Know
March 2008

Institutional Investors:

A Battle of Attrition: Leveraging Alliances
June 2011

A Battle of Attrition: Time to Focus
May 2011

Insurance Assets:
Something's Gotta Give
May 2011

Enterprise Annuities: One Step Forward
April 2011

A Battle of Attrition: Building, not Leveraging, your Brand
April 2011

Caution Returns: 
Chinese Insurers Moving Out of Equities
May 2010

Chinese Insurance Assets: Diversification will Become the Priority
September 2009

Channel Competition: Tiptoe through the ULIPs 
August 2009

Chinese Insurance Assets: AMCs Take Control
May 2009

Insurance Investments: Poised to Move 
March 2009

Insurance Asset Managers: A Growing Competitive Threat
October 2008

*All documents are historical and for reference only, and therefore should be not used by firms to formulate contemporary strategy.