Research

Date Report Title
October 17, 2018 3Q18 Elevator Survey: Relatively stable orders/pricing; 2018 Outlook less negative
October 17, 2018 3Q18 Automation Survey: Trends deteriorated across the board; Process uptick
October 17, 2018 3Q18 Automotive Survey: Survey index dropped to 30-month low; Dealer optimism record-low
October 17, 2018 3Q18 Commercial Vehicle Survey: Continued moderation in dealer trends; Fleet owner optimism dropped to 10-quarter low
October 17, 2018 3Q18 Construction & Mining Equipment Survey: Survey trends deteriorate; No uptick from fiscal stimulus yet
October 17, 2018 3Q18 Survey (CAT, EMR, ROK, APTV, BWA, WBC, CMI, UTX, KONE, etc): Survey Reveals Broadening of China Slowdown; Short-Cycle Weakness; Truck and Construction Continues to Cycle Down; Elevators Stable w/ Less Negative ’18 Outlook; Process Robust
October 17, 2018 China Automotive Market Pulse: October 2018 (Week 2)
October 15, 2018 Channel Checks and Highlights from the Week (2018 Week #41)
October 15, 2018 China Autos: Sep Wholesale Sales OEM Breakdown
October 12, 2018 China Automotive Market Pulse: September 2018 (Week 4)
October 12, 2018 China Property Market Pulse: Week #41: Sales growth improved in Tier 1 after Golden Week; Tier 2 and 3 growth decline accelerated
October 8, 2018 Channel Checks and Highlights from the Week (2018 Week #40)
September 29, 2018 SRR October 2018 Calendar
September 29, 2018 SRR Aug China MMI (Macro Momentum Indicator) -12.3 vs. -6.3 (Jul) – Top Ten Observations + Monthly Flip Book
September 28, 2018 Auto Discounts Re-accelerated in September: Great Wall, Baojun and Ford discounts rose most; Nissan, Mercedes and BMW moderated most
September 27, 2018 China Automotive Market Pulse: September 2018 (Week 3)
September 27, 2018 China Property Market Pulse: Week #39: Sales growth accelerated across Tier 1 cities; Tier 2 growth slowed; Tier 3 growth decline accelerated
September 25, 2018 China Update From the Ground: Automation Show; Construction and Auto Checks
September 23, 2018 Channel Checks and Highlights from the Week (2018 Week #38)
September 20, 2018 China Property Market Pulse: Week #38: Tier 1 growth accelerated; Tier 3 decline moderated on easier comps
September 20, 2018 China Automotive Market Pulse: September 2018 (Week 2)
September 19, 2018 Mid-3Q18 Construction & Mining Equipment Survey: Sales and orders tick down; Pricing deteriorated again
September 19, 2018 Mid-3Q18 Commercial Vehicle Survey: Continued moderation in dealer trends; Purchase intentions oneyear low
September 19, 2018 Mid-3Q18 Automotive Survey: August weakness drives decline in sales index; Outlook stable on expectations of seasonal pickup
September 19, 2018 Mid-3Q18 Automation Survey: Trends deteriorate across the board, ex-Process
September 19, 2018 Mid-3Q18 Survey (CAT, EMR, ROK, APTV, BWA, WBC, CMI, GM, etc): Mid-3Q18 Survey Points to Further Waning Momentum; China slowdown broadens; Short-cycle weakness; Truck and Construction continues to cycle down; Process robust
September 17, 2018 Channel Checks and Highlights from the Week (2018 Week #37)
September 13, 2018 China Property Market Pulse: Week #37: Weekly sales growth moderated in Tier 1/2 cities; Still negative in Tier 3 cities
September 13, 2018 China Automotive Market Pulse: September 2018 (Week 1)
September 12, 2018 NEV Monthly – China Monitor: August sales growth moderated, but remain strong; Longer-range BEVs market share rise to new high
September 12, 2018 China Autos: Aug Wholesale Sales OEM Breakdown
September 10, 2018 Channel Checks and Highlights from the Week (2018 Week #36)
September 7, 2018 China Automotive Market Pulse: August 2018 (Week 5)
September 6, 2018 On the Ground at the Chengdu Auto Show
September 6, 2018 China Property Market Pulse: Week #36: Tier 1 sales growth improved; Tier 3 growth declined despite easier comp
September 3, 2018 SRR Jul China MMI (Macro Momentum Indicator) -6.7 vs. -5.3 (Jun) – Top Ten Observations + Monthly Flip Book
September 1, 2018 SRR September 2018 Calendar
August 31, 2018 Auto Discounts Increase in August: Great Wall, Audi and BMW discounts rose most; Ford, Mercedes and Roewe moderated most
August 30, 2018 China Property Market Pulse: Week #35: Tier 1 sales growth improves on easier comps; Tier 2/3 growth moderate
August 29, 2018 China Automotive Market Pulse: August 2018 (Week 4)
August 26, 2018 Channel Checks and Highlights from the Week (2018 Week #34)
August 23, 2018 China Property Market Pulse: Week #34: Tier 1 weekly sales growth improves on easier comps; Tier 2/3 growth moderates
August 23, 2018 China Automotive Market Pulse: August 2018 (Week 3)
August 20, 2018 Channel Checks and Highlights from the Week (2018 Week #33)
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