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Latest Research

Channel Checks and Highlights from the Week (2017 Week #41)

SRR China MMI (Macro Momentum Indicator) September Update: Net -5 (-2 prior); Macro perspectives; 19th Party Congress ?signals we are watching; September excavator, truck, auto data summary.

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China Autos: September Wholesale Sales OEM Breakdown

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China Automotive Market Pulse – September 2017 (Week 4)

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China Thematic Report: Peak China Optimism; Policy Shift to Drive Slowdown; Take profits on pro-cyclical trade; China basket inside

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Channel Checks and Highlights from the Week (2017 Week #39)

SRR China MMI (Macro Momentum Indicator) August Update: Net -12 (-3 prior); Elevator Dealers Channel Check; Macro perspectives; Continued tightening of property policy; TLSA 3Q17 registrations update + thoughts on latest policy news.

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China Automotive Market Pulse – September 2017 (Week 3)

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