Cachet Asset Management Aug 12, 20206 minCachet's Insight 11/08/2020Market outlook: Blue Moon Group Holdings Limited, Chinese detergent front runner raises fund in Hong Kong Following on our house view...
Cachet Asset Management Aug 4, 20206 minCachet's Insight 04/08/2020Market outlook: "Internal Cycle" as China's Future Growth Direction Since Chinese President Xi Jinping put forward the "Internal Cycle"...
Cachet Asset Management Jul 28, 20206 minCachet's Insight 28/07/2020Market Outlook: The first listed electronic cigarette manufacturers Smoore International (6969.HK) is the first listed e-cigarette...
Cachet Asset Management Jul 21, 20205 minCachet's Insight 22/07/2020Market Outlook: Cinemas in low-risk areas reopen China Film Administration announced that cinemas in low-risk of COVID-19 areas may...
Cachet Asset Management Jul 15, 20206 minCachet's Insight 15/07/2020Market Observation: Microport’s Hundred Billion Capitalization Microport Scientific Corp (853.HK) is a leading developer, manufacturer,...
Cachet Asset Management Jul 6, 20204 minCachet's Insight 07/07/2020Market Outlook: Shimao Group spins off property management Shimao Group (0813.HK) is one of the top 10 Chinese real estate companies in...
Cachet Asset Management Jun 30, 20205 minCachet's Insight 30/06/2020Market Observation - Large Numbers of U.S. Retail Investors During the 2019-COVID pandemic, home quarantine became a part of people's...
Cachet Asset Management Jun 15, 20208 minCachet's Insight 15/06/2020Market Outlook As of 11 June, JACI Total return index delivered +0.93% last week. Primary market remains very active, with more HY...
Cachet Asset Management Jun 8, 20208 minCachet's Insight 08/06/2020Market Outlook Investor sentiment improved last week as more economies begin to recover after reopening. However, US-China tensions...
Cachet Asset Management Jun 1, 20209 minCachet's Insight 01/06/2020Market Outlook As of 28 May, JACI Total return index delivered +0.08% last week. Primary market remains active last week and was led by...
Cachet Asset Management May 25, 20208 minCachet's Insight 25/05/2020Market Outlook As of 21 May, JACI Total return index delivered +1.29% last week. Primary market remains active this week and was led by...
Cachet Asset Management May 18, 20208 minCachet's Insight 18/05/2020Market Outlook As of 14 May, JACI Total return index delivered +0.71% last week. Primary activity in the market continues to be led by IG...
Cachet Asset Management May 12, 20208 minCachet's Insight 12/05/2020As of 7 May, JACI Total return index delivered -0.03% last week. IG continues to lead primary market activity, both from sovereigns and...
Cachet Asset Management May 8, 20203 minThe April U.S. jobs report set to show 'horrific' impact of pandemic on labor marketSource: Bloomberg Central banks have made very clear that they will do whatever it takes to prop up markets All the largest European...
Cachet Asset Management May 4, 202010 minCachet's Insight 04/05/2020Market Outlook As of 29 April, JACI Total return index delivered +0.11% last week. IG continues to lead primary market activity, both...
Cachet Asset Management Apr 27, 20208 minCachet's Insight 27/04/2020Market Outlook As of 23 April, JACI Total return index delivered -0.04% for the week. More recovery in issuance, in particular IG, as...
Cachet Asset Management Apr 20, 20206 minCachet's Insight 20/04/2020Highlight Kingsoft Cloud, a subsidiary of Kingsoft (3888.HK), submitted a listing application in the United States and sought to be...
Cachet Asset Management Apr 14, 20206 minCachet's Insight 14/04/2020As of 8 April, JACI Total return index delivered -0.32% for the week. More new issuance activity, in particular IG, was seen last week,...
Cachet Asset Management Apr 6, 20206 minCachet's Insight 06/04/2020Market Outlook As of 2 April, JACI Total return index delivered +0.42% for the week. One new IG issuance last week and this is the first...
Cachet Asset Management Mar 30, 20206 minCachet's Insight 30/03/2020Market Outlook As of 26 March, JACI Total return index delivered +1.31% last week. Primary issuance remains limited last week. US new...