Date |
Report Title |
February 20, 2022 |
Early Read on Post-CNY Demand Below Expectations; Autos Hold Up, ICE Recaptures Share; Industry Sentiment Cautiously Optimistic on Stimulus Hopes |
February 14, 2022 |
China emergency approval of Pfizer anti-viral drug probably most significant development from COVID perspective for China |
January 31, 2022 |
SRR Dec China MMI (Macro Momentum Indicator) +6.3 vs. +7.7 (Nov) – Top Ten Observations + Monthly Flip Book |
December 19, 2021 |
2022 China Outlook for Industrials Mixed, but Risks Positively Biased; Favor Autos, Automation; Incrementally +ive Elevators, -ive Aero; Remain Cautious Machinery |
January 1, 2021 |
SRR Nov China MMI (Macro Momentum Indicator) +1.0 vs. +3.7 (Oct) – Top Ten Observations + Monthly Flip Book |
November 29, 2020 |
SRR Oct China MMI (Macro Momentum Indicator) +3.7 vs. +3.3 (Sep) – Top Ten Observations + Monthly Flip Book |
October 1, 2020 |
SRR Aug China MMI (Macro Momentum Indicator) +9.0 vs. +14.7 (Jul) – Top Ten Observations + Monthly Flip Book |
August 31, 2020 |
SRR Jul China MMI (Macro Momentum Indicator) +16.3 vs. +22.7 (Jun) – Top Ten Observations + Monthly Flip Book |
August 2, 2020 |
SRR Jun China MMI (Macro Momentum Indicator) +22.7 vs. +32.7 (May) – Top Ten Observations + Monthly Flip Book |
July 2, 2020 |
SRR May China MMI (Macro Momentum Indicator) +31.3 vs. +4.7 (Apr) – Top Ten Observations + Monthly Flip Book |
May 30, 2020 |
SRR Apr China MMI (Macro Momentum Indicator) +4.3 vs. -23.0 (Mar) – Top Ten Observations + Monthly Flip Book |
May 2, 2020 |
SRR Mar China MMI (Macro Momentum Indicator) -23.0 vs. -35.3 (Jan+Feb) – Top Ten Observations + Monthly Flip Book |
April 2, 2020 |
SRR Jan+Feb China MMI (Macro Momentum Indicator) -35.3 vs. +1.0 (Dec) – Top Ten Observations + Monthly Flip Book |
February 2, 2020 |
SRR Dec China MMI (Macro Momentum Indicator) +1.0 vs. +4.7 (Nov) – Top Ten Observations + Monthly Flip Book |
December 31, 2019 |
SRR Nov China MMI (Macro Momentum Indicator) +4.7 vs. -2.7 (Oct) – Top Ten Observations + Monthly Flip Book |
December 3, 2019 |
SRR Oct China MMI (Macro Momentum Indicator) -2.7 vs. +0.0 (Sep) – Top Ten Observations + Monthly Flip Book |
October 31, 2019 |
SRR Sep China MMI (Macro Momentum Indicator) -0.3 vs. +0.7 (Aug) – Top Ten Observations + Monthly Flip Book |
September 30, 2019 |
SRR Aug China MMI (Macro Momentum Indicator) +1.3 vs. +2.3 (Jul) – Top Ten Observations + Monthly Flip Book |
August 2, 2019 |
SRR Jun China MMI (Macro Momentum Indicator) -6.0 vs. -7.0 (May) – Top Ten Observations + Monthly Flip Book |
June 29, 2019 |
SRR May China MMI (Macro Momentum Indicator) -7.0 vs. -10.0 (Apr) – Top Ten Observations + Monthly Flip Book |
June 1, 2019 |
SRR Apr China MMI (Macro Momentum Indicator) -9.3 vs. -10.0 (Mar) – Top Ten Observations + Monthly Flip Book |
April 30, 2019 |
SRR Mar China MMI (Macro Momentum Indicator) -10.0 vs. -10.0 (Jan+Feb) – Top Ten Observations + Monthly Flip Book |
March 30, 2019 |
SRR Jan+Feb China MMI (Macro Momentum Indicator) -10.0 vs. -1.0 (Dec) – Top Ten Observations + Monthly Flip Book |
February 1, 2019 |
SRR Dec China MMI (Macro Momentum Indicator) -1.0 vs. -3.0 (Nov) – Top Ten Observations + Monthly Flip Book |
December 30, 2018 |
SRR Nov China MMI (Macro Momentum Indicator) -2.7 vs. -5.0 (Oct) – Top Ten Observations + Monthly Flip Book |
December 4, 2018 |
SRR Oct China MMI (Macro Momentum Indicator) -4.7 vs. -2.3 (Sep) – Top Ten Observations + Monthly Flip Book |
November 1, 2018 |
SRR Sep China MMI (Macro Momentum Indicator) -2.7 vs. -12.7 (Aug) – Top Ten Observations + Monthly Flip Book |
September 29, 2018 |
SRR Aug China MMI (Macro Momentum Indicator) -12.3 vs. -6.3 (Jul) – Top Ten Observations + Monthly Flip Book |
September 3, 2018 |
SRR Jul China MMI (Macro Momentum Indicator) -6.7 vs. -5.3 (Jun) – Top Ten Observations + Monthly Flip Book |
August 1, 2018 |
SRR Jun China MMI (Macro Momentum Indicator) -5.3 vs. -2.7 (May) – Top Ten Observations + Monthly Flip Book |
July 3, 2018 |
SRR May China MMI (Macro Momentum Indicator) -3.0 vs. -2.7 (Apr) – Top Ten Observations + Monthly Flip Book |
May 31, 2018 |
SRR April China MMI (Macro Momentum Indicator) -2.7 vs. -2.3 (Mar) – Top Ten Observations + Monthly Flip Book |
April 30, 2018 |
SRR March China MMI (Macro Momentum Indicator) -1.3 vs. +0.7 (Jan+Feb) – Top Ten Observations + Monthly Flip Book |
April 3, 2018 |
SRR January+February China MMI (Macro Momentum Indicator) +1.3 vs. -9.3 (December) – Top Ten Observations + Monthly Flip Book |
February 1, 2018 |
SRR December China MMI (Macro Momentum Indicator) -13.7 vs. -12.7 (November) – Top Ten Observations + Monthly Flip Book |
January 4, 2018 |
SRR November China MMI (Macro Momentum Indicator) -12.0 vs. -17.3 (October) – Top Ten Observations + Monthly Flip Book |
November 2, 2017 |
SRR September China MMI (Macro Momentum Indicator) -7.3 vs. +3.0 (August) – Top Ten Observations + Monthly Flip Book |
September 30, 2017 |
SRR August China MMI (Macro Momentum Indicator) +2.7 vs. +5.0 (July) – Top Ten Observations + Monthly Flip Book |
August 31, 2017 |
SRR July China MMI (Macro Momentum Indicator) +5.0 vs. -1.7 (June) – Top Ten Observations + Monthly Flip Book |
August 1, 2017 |
SRR June China MMI (Macro Momentum Indicator) -2.0 vs. -9.7 (May) – Top Ten Observations + Monthly Flip Book |
July 2, 2017 |
SRR May China MMI (Macro Momentum Indicator) -9.7 vs. -4.7 (Apr) – Top Ten Observations + Monthly Flip Book |
June 1, 2017 |
SRR Apr China MMI (Macro Momentum Indicator) -4.7 vs. +7.0 (Mar) – Top Ten Observations + Monthly Flip Book |
May 14, 2017 |
SRR Mar China MMI (Macro Momentum Indicator) +7.0 vs. +5.7 (Jan+Feb) – Top Ten Observations + Monthly Flip Book |
April 2, 2017 |
SRR Jan+Feb China MMI (Macro Momentum Indicator) +5.7 vs. +10.0 (Dec) – Top Ten Observations + Monthly Flip Book |
February 5, 2017 |
SRR Dec China MMI (Macro Momentum Indicator) +9.3 vs. +13.7 (Nov) – Top Ten Observations + Monthly Flip Book |
December 17, 2016 |
Portfolio Manager Monthly Flip Book (November 2016) |
November 19, 2016 |
Portfolio Manager Monthly Flip Book (October 2016) |
October 22, 2016 |
Portfolio Manager Monthly Flip Book (September 2016) |
September 23, 2016 |
Portfolio Manager Monthly Flip Book (August 2016) |
August 20, 2016 |
Portfolio Manager Monthly Flip Book (July 2016) |