Date |
Report Title |
October 23, 2017 |
3Q17 Commercial Vehicle Survey: Strong fleet owners trends; Dealer sentiment moderating; Overloading Crackdown persistent and NS5 impact limited |
October 23, 2017 |
3Q17 Construction & Mining Equipment Survey: Robust 3Q17; Mining aftermarket showed further improvement; Dealer sentiment moderated |
October 23, 2017 |
3Q17 Automation Survey: Strong order trends continued; Process outlook improved |
October 23, 2017 |
3Q17 Automotive Survey: Survey fails to register demand improvement; Sentiment continued to moderate |
October 22, 2017 |
Channel Checks and Highlights from the Week (2017 Week #42) |
October 20, 2017 |
SRR Auto Discount Change Index Stable: Geely, Chevrolet, BMW discounts rose most; Great Wall moderated on H7 price cut |
October 19, 2017 |
China Automotive Market Pulse – October 2017 (Week 2) |
October 19, 2017 |
China Property Market Pulse: Week #42: Sales growth negative across all tiers; Tier 3 seeing accelerated drops |
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) |
October 1, 2017 |
SRR October 2017 Calendar |
September 30, 2017 |
SRR August China MMI (Macro Momentum Indicator) +2.7 vs. +5.0 (July) – Top Ten Observations + Monthly Flip Book |
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 |
September 1, 2017 |
SRR September 2017 Calendar |
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 |