Research

Date Report Title
August 16, 2018 NEV Monthly China Monitor: July sales and production decelerate, but remain robust; Local government subsidies follow central government cuts
August 16, 2018 China Automotive Market Pulse: August 2018 (Week 2)
August 16, 2018 China Property Market Pulse: Week #33: Weekly sales trend improves across Tiers on easier comps; Tier 2 positive YTD
August 13, 2018 China Autos: July Wholesale Sales OEM Breakdown
August 12, 2018 Channel Checks and Highlights from the Week (2018 Week #32)
August 10, 2018 China Property Market Pulse: Week #32: Tier 1 growth accelerated; Tier 2/3 growth slowed on tougher comps
August 8, 2018 China Automotive Market Pulse: July 2018 (Week 4)
August 5, 2018 Channel Checks and Highlights from the Week (2018 Week #31)
August 2, 2018 China Property Market Pulse: Week #31: Tier 1 growth decelerated despite easier comp; Tier 2 continued to improve
July 31, 2018 SRR August 2018 Calendar
July 31, 2018 Auto Discounts Up for Nine Consecutive Months: Great Wall, Buick and Honda discounts rose most; Roewe and Baojun moderated
July 30, 2018 Channel Checks and Highlights from the Week (2018 Week #30)
July 26, 2018 China Property Market Pulse: Week #30: Weekly sales growth accelerated across all Tiers on easier comps; Tier 1 improvement led by Shanghai
July 26, 2018 China Automotive Market Pulse: July 2018 (Week 3)
July 22, 2018 Channel Checks and Highlights from the Week (2018 Week #29)
July 20, 2018 China Automotive Market Pulse: July 2018 (Week 2)
July 19, 2018 China Property Market Pulse: Week #29: Tier 1-3 sales improve on easier comps; YTD trends still negative
July 18, 2018 2Q18 Elevator Survey: Mixed order and pricing trends; Outlook moderated
July 18, 2018 2Q18 Automation Survey: Mixed trends; Moderating outlook
July 18, 2018 2Q18 Automotive Survey: June weakness drives decline in sales and outlook indices
July 18, 2018 2Q18 Commercial Vehicle Survey: Dealer orders and freight volumes ticked up; Outlook moderated
July 18, 2018 2Q18 Construction & Mining Equipment Survey: Sales and orders remained strong; Pricing and outlook deteriorated
July 18, 2018 2Q18 Survey Points to Further Waning Momentum: Flattening trends; Short-cycle slowdown in June; Machinery still strong, but decelerating outlook; Elevators flat, but outlook worse
July 17, 2018 China July Field Trip Takeaways: Latest Property and Elevator Checks Mixed; Takeaways from Tier 2 City Property Tours
July 12, 2018 China Automotive Market Pulse: July 2018 (Week 1)
July 12, 2018 China Autos: June Wholesale Sales OEM Breakdown
July 12, 2018 China Property Market Pulse: Week #28: Weekly sales improved on easier comps across Tiers; Negative YTD trend persists
July 8, 2018 Channel Checks and Highlights from the Week (2018 Week #27)
July 5, 2018 China Property Market Pulse: Week #27: Tier 1/2 sales positive on easy comps, but moderate wk/wk; Weekly sales remain negative YTD
July 3, 2018 SRR May China MMI (Macro Momentum Indicator) -3.0 vs. -2.7 (Apr) – Top Ten Observations + Monthly Flip Book
July 1, 2018 Channel Checks and Highlights from the Week (2018 Week #26)
June 30, 2018 SRR July 2018 Calendar
June 29, 2018 Discounts Continue to Rise: BMW, Honda, Nissan, Buick discounts rose most; Hongguang, Baojun and VW moderated
June 28, 2018 China Property Market Pulse: Week #26: Tier 1 sales growth moderated on tougher comps; Negative YTD trend persists across Tiers
June 27, 2018 China Automotive Market Pulse: June 2018 (Week 3)
June 27, 2018 China June Field Trip Takeaways: Industrial China is Slowing; Trade War Uncertainty Starting to Weigh on the Margin; Reiterate Peak China Optimism Thesis
June 22, 2018 China Property Market Pulse: Week #25: Sales trend improved across all Tiers on easier comps: Tier 3 trend turn positive
June 22, 2018 China Automotive Market Pulse: June 2018 (Week 2)
June 17, 2018 Channel Checks and Highlights from the Week (2018 Week #24)
June 14, 2018 Mid-2Q18 Construction & Mining Equipment Survey: Sales and orders remained strong; Pricing and outlook deteriorated
June 14, 2018 Mid-2Q18 Commercial Vehicle Survey: Dealer orders and freight volumes ticked up; Outlook moderated
June 14, 2018 Mid-2Q18 Automotive Survey: Demand trends remained stable; Inventory ticked up on restocking
June 14, 2018 Mid-2Q18 Automation Survey: Sales, orders and pricing improved; Outlook stable
June 14, 2018 Mid-2Q18 Checks Solid; Moderating Outlook: Automation uptick; Machinery strong, but Infrastructure projects near four-quarter low; Pricing red flag in Construction Equipment
June 14, 2018 China Automotive Market Pulse: June 2018 (Week 1)
June 14, 2018 China Property Market Pulse: Week #24: Improved trends on easier comps across Tiers
June 12, 2018 China Autos: May Wholesale Sales OEM Breakdown
June 10, 2018 Channel Checks and Highlights from the Week (2018 Week #23)
June 8, 2018 China Automotive Market Pulse: May 2018 (Week 5)
June 7, 2018 China Property Market Pulse: Week #23: Weekly sales improve on easier comps; Trend turns positive across Tiers