Research

Date Report Title
April 18, 2018 1Q18 Elevator Survey: Stable sequential trends; Cautious 2018 outlook
April 18, 2018 1Q18 Automation Survey: Sales and orders moderated; Consumer electronics ticked down
April 18, 2018 1Q18 Automotive Survey: Dealer sales and outlook indices stable; Pricing pressure persists
April 18, 2018 1Q18 Commercial Vehicle Survey: Dealer sales and orders stable; Fleet owner purchase intentions continue to drop
April 18, 2018 1Q18 Construction & Mining Equipment Survey: Strong quarter, but no change to outlook as growth moderates
April 18, 2018 1Q18 China Trends Mostly Better-than-Expected: Machinery Strong, but Slowing; Autos, Elevators Stable; Automation Softer; Outlooks Mixed
April 16, 2018 Channel Checks and Highlights from the Week (2018 Week #15)
April 12, 2018 China Autos: March Wholesale Sales OEM Breakdown
April 12, 2018 China Property Market Pulse: Week #15: Tier 3 sales growth decline further; Negative trend persists across tiers
April 12, 2018 China Automotive Market Pulse: April 2018 (Week 1)
April 9, 2018 Channel Checks and Highlights from the Week (2018 Week #14)
April 3, 2018 China Property Market Pulse: Week #14: Tier 1 sales decline >30% Y/Y YTD; Sales trends continued to soften across tiers
April 3, 2018 SRR January+February China MMI (Macro Momentum Indicator) +1.3 vs. -9.3 (December) – Top Ten Observations + Monthly Flip Book
April 2, 2018 Channel Checks and Highlights from the Week (2018 Week #13)
March 29, 2018 Discounts Continued to Rise in March: Geely and NEV discounts rose most; BYD and Chevrolet discounts moderated most
March 29, 2018 China Automotive Market Pulse: March 2018 (Week 3)
March 29, 2018 China Property Market Pulse: Week #13: Sales trends continued to soften across Tiers
March 26, 2018 Industry Feedback on Sino-US Trade Tensions: Risks rising, but tensions still manageable; Watch Taiwan
March 26, 2018 Channel Checks and Highlights from the Week (2018 Week #12)
March 22, 2018 China Automotive Market Pulse: March 2018 (Week 2)
March 22, 2018 China Property Market Pulse: Week #12: YTD trends deteriorate across Tiers
March 20, 2018 Mid-1Q18 Automation Survey: Sales and orders moderated; Consumer electronics ticked down
March 20, 2018 Mid-1Q18 Automotive Survey: Mixed trends; Raising sector view to Neutral on low expectations
March 20, 2018 Mid-1Q18 Commercial Vehicle Survey: Demand holding up better than expected; Risks still skewed to downside
March 20, 2018 Mid-1Q18 Construction & Mining Equipment Survey: Industry sentiment rebounds as peak season off to strong start; Peak demand thesis intact
March 20, 2018 China Thematic Report: Peak Season Off to Good Start; Nonetheless Sharp Growth Slowdown Ahead; Lowering Construction & Mining to Negative as Risks Rise; Raising Autos and Elevators to Neutral
March 18, 2018 Channel Checks and Highlights from the Week (2018 Week #11)
March 15, 2018 China Property Market Pulse: Week #11: Negative YTD sales growth across all tiers
March 15, 2018 China Automotive Market Pulse: March 2018 (Week 1)
March 11, 2018 Channel Checks and Highlights from the Week (2018 Week #9)
March 9, 2018 China Automotive Market Pulse: February 2018 (Week 3)
March 8, 2018 China Property Market Pulse: Week #10: Further deterioration in sales comps post-CNY; Tier 1, 3 negative YTD
March 3, 2018 Channel Checks and Highlights from the Week (2018 Week #8)
March 2, 2018 China Property Market Pulse: Week #9: Sales growth weakens post-CNY; Tier 1, 3 negative YTD
March 2, 2018 Discounts Rose Fastest in Six Months: Roewe, Volkswagen and Honda discounts rose most; Audi discounts moderated
February 28, 2018 China Automotive Market Pulse: February 2018 (Week 2)
February 28, 2018 Construction Equipment Sector Comment: Excavator Channel Checks Suggest Weaker Start to the Year
February 26, 2018 Channel Checks and Highlights from the Week (2018 Week #7)
February 15, 2018 China Property Market Pulse: Week #7: Continued positive comps on Lunar New Year shift
February 11, 2018 Channel Checks and Highlights from the Week (2018 Week #6)
February 9, 2018 China Autos: January Wholesale Sales OEM Breakdown
February 8, 2018 China Property Market Pulse: Week #6: Comps turn positive reflecting Lunar New Year shift
February 8, 2018 China Automotive Market Pulse – January 2018 (Week 5)
February 4, 2018 Channel Checks and Highlights from the Week (2018 Week #5)
February 1, 2018 China Property Market Pulse: Week #5: Mixed property sales trends to start the year
February 1, 2018 SRR December China MMI (Macro Momentum Indicator) -13.7 vs. -12.7 (November) – Top Ten Observations + Monthly Flip Book
January 31, 2018 January Auto Discounts Tick Up for Second Month: Chevrolet, Buick and Geely discounts rose most; Ford, Roewe and BYD moderated most
January 31, 2018 China Automotive Market Pulse – January 2018 (Week 4)
January 28, 2018 Channel Checks and Highlights from the Week (2018 Week #4)
January 24, 2018 China Automotive Market Pulse – January 2018 (Week 3)