Research

Date Report Title
October 15, 2017 Channel Checks and Highlights from the Week (2017 Week #41)
October 13, 2017 China Autos: September Wholesale Sales OEM Breakdown
October 12, 2017 China Automotive Market Pulse – September 2017 (Week 4)
October 9, 2017 China Thematic Report: Peak China Optimism; Policy Shift to Drive Slowdown; Take profits on pro-cyclical trade; China basket inside
October 1, 2017 Channel Checks and Highlights from the Week (2017 Week #39)
September 28, 2017 China Automotive Market Pulse – September 2017 (Week 3)
September 27, 2017 China Property Market Pulse: Week #39: Sales decline accelerated across major Tier 2/3 cities
September 25, 2017 Walking Around Beijing Construction Show: Industry participants more cautious than expected despite underlying strength; Red flags raise concerns about 2018 outlook
September 24, 2017 Channel Checks and Highlights from the Week (2017 Week #38)
September 20, 2017 China Property Market Pulse: Week #38: Sales decline slowed across major Tier 1/2 cities
September 20, 2017 China Automotive Market Pulse – September 2017 (Week 2)
September 17, 2017 Channel Checks and Highlights from the Week (2017 Week #37)
September 14, 2017 Mid-3Q17 Trends Still Positive, but Signs of Slowdown Emerge: Automation Most Positive; Machinery Decelerating; Limited NS5 Impact; Autos Still Cautious
September 14, 2017 Mid-3Q17 Automation Survey: Strong sales and orders on improved cyclical trends
September 14, 2017 Mid-3Q17 Construction & Mining Equipment Survey: Solid trends through mid-3Q17; Forward sentiment moderating
September 14, 2017 Mid-3Q17 Commercial Vehicle Survey: Sales/orders slow, but fleet owners remain positive; NS5 impact limited; Overloading Crackdown continued
September 14, 2017 Mid-3Q17 Automotive Survey: Survey trends point to sluggish end-demand through mid-3Q17
September 13, 2017 China Property Market Pulse: Week #37 Sales decline slowed across Tiers; Trend remains negative
September 13, 2017 China Automotive Market Pulse – September 2017 (Week 1)
September 12, 2017 China Autos: August Wholesale Sales OEM Breakdown
September 10, 2017 Channel Checks and Highlights from the Week (2017 Week #36)
September 6, 2017 China Automotive Market Pulse – August 2017 (Week 5)
September 6, 2017 China Property Market Pulse: Week #36 Sales decline accelerated in Tier 2 composite cities; Decline in Tier 1 cities exceed 60% Y/Y
September 5, 2017 Walking Around Chengdu Auto Show: Underlying demand still sluggish; Tax cut expected to expire; 2018 caution
August 31, 2017 SRR July China MMI (Macro Momentum Indicator) +5.0 vs. -1.7 (June) – Top Ten Observations + Monthly Flip Book
August 30, 2017 China Automotive Market Pulse – August 2017 (Week 4)
August 30, 2017 China Property Market Pulse – Week #35: Sales decline accelerated across SRR Tier 1-3 Composite cities
August 23, 2017 China Automotive Market Pulse – August 2017 (Week 3)
August 23, 2017 China Property Market Pulse – Week #34: Weekly sales trends remain negative across all tiers
August 20, 2017 Channel Checks and Highlights from the Week (2017 Week #33)
August 17, 2017 KONE: Revisiting Three Peaks Thesis
August 16, 2017 China Property Market Pulse – Week #33: Sales decline accelerated across Tier 1–3 cities
August 13, 2017 Channel Checks and Highlights from the Week (2017 Week #32)
August 10, 2017 China Autos: July Wholesale Sales OEM Breakdown
August 10, 2017 China Automotive Market Pulse – August 2017 (Week 1)
August 10, 2017 China Property Market Pulse – Week #32: Recent city-level trends negative across all tiers, contrast to national-level data
August 6, 2017 Channel Checks and Highlights from the Week (2017 Week #31)
August 2, 2017 Comm’l Vehicle Checks Point to Solid Demand; Overloading crackdown still dominant driver; NS5 overhang limited thus far
August 2, 2017 China Property Market Pulse – Week #31: Tier 1 sales down more than 50% Y/Y; Tier 2/3 sales decline accelerated
August 1, 2017 SRR June China MMI (Macro Momentum Indicator) -2.0 vs. -9.7 (May) – Top Ten Observations + Monthly Flip Book
July 31, 2017 SRR August 2017 Calendar
July 30, 2017 Channel Checks and Highlights from the Week (2017 Week #30)
July 26, 2017 China Automotive Market Pulse – July 2017 (Week 3)
July 26, 2017 China Property Market Pulse – Week #30: Weekly property market trends for major cities remain negative
July 23, 2017 Channel Checks and Highlights from the Week (2017 Week #29)
July 21, 2017 Auto Discount Monitor: Signs of Further Acceleration in Discount Activity; Volkswagen, Chevrolet, Roewe discounts rose most; Mercedes moderated
July 20, 2017 China Automotive Market Pulse – July 2017 (Week 2)
July 19, 2017 China Property Market Pulse – Week #29: Weekly sales trends remain negative across all tiers; Tier 3 still positive YTD
July 16, 2017 Channel Checks and Highlights from the Week (2017 Week #28)
July 14, 2017 2Q17 Elevator Survey: Stable order trends, but moderated outlooks; Strong aftermarket