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Latest Research

KONE: Revisiting Three Peaks Thesis

Market share erosion underappreciated; Downside risks increasing into 2018

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China Property Market Pulse – Week #33: Sales decline accelerated across Tier 1–3 cities

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Channel Checks and Highlights from the Week (2017 Week #32)

SRR China MMI (Macro Momentum Indicator) July Update: Net +3 (+6 prior); Property Market Channel Checks; Macro perspectives; China property tightening escalation, first home mortgage rates above benchmark; SOEs primary target for deleveraging.

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Aug 23 – Aug 25: China (Shanghai) International Battery Industry Fair

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China Autos: July Wholesale Sales OEM Breakdown

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China Automotive Market Pulse – August 2017 (Week 1)

Weekly update on Chinese automotive wholesale and retail sales trends.

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