Date |
Report Title |
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) |
April 1, 2018 |
SRR April 2018 Calendar |
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 |
March 1, 2018 |
SRR March 2018 Calendar |
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 2, 2018 |
SRR February 2018 Calendar |
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) |
January 21, 2018 |
Channel Checks and Highlights from the Week (2018 Week #3) |
January 19, 2018 |
China Automotive Market Pulse – January 2018 (Week 2) |
January 18, 2018 |
4Q17 Construction & Mining Equipment Survey: Survey failed to confirm 4Q sales upside; Remain cautious despite recent strength |
January 18, 2018 |
4Q17 Commercial Vehicle Survey: Better-than-feared quarter; Bias remains negative; LNG truck demand on uptrend |
January 18, 2018 |
4Q17 Automotive Survey: Seasonal improvement, lower sentiment; Cautious sales and pricing outlook |
January 18, 2018 |
4Q17 Automation Survey: Strong sales and order trends continued; Process accelerated |
January 18, 2018 |
4Q17 Elevator Survey: Stable sequential trends; Cautious 2018 outlook |
January 18, 2018 |
4Q17 Caps Strong Recovery Year ex-Autos and Elevators; Cautious Outlook for 3/5 Sectors; Raising Automation to Positive |