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Latest Research

Channel Checks and Highlights from the Week (2016 Week #48)

Macro perspectives; India demonetization a significant short-term macro shock; China tax on super-luxury vehicles + latest thoughts on auto sector.

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Purchase Tax Cut Expiry Looming – Focusing On the Day After

Risk of Negative 1Q17/2017 High Regardless

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China Property Market Pulse (2016 Week #48): Property market slowdown continues as Tier 1 YTD inflects negative; Tier 3 sales better

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China Bauma Supports Positive Near-Term Outlook

Structural challenges remain; >40% of OEMs skip show

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Channel Checks and Highlights from the Week (2016 Week #47)

Elevator Channel Check; Macro perspectives; Expected slowdown in credit a key headwind for 2017; Property market slowdown more sharp than perceived.

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China Property Market Pulse (2016 Week #47): Property restrictions continue to bite; Tier 1 sales now flattish for the year

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