Research

Date Report Title
April 12, 2016 China Autos: March Wholesale Sales OEM Breakdown
April 8, 2016 Post-CNY Follow Up Survey
April 6, 2016 China Property Market Pulse (2016 Week #14): Tier 1 sales pull back as tightening policies take effect
April 3, 2016 Channel Checks and Highlights from the Week (2016 Week #13)
March 30, 2016 China Property Market Pulse (2016 Week #13): Property sales tracking +40-60% Y/Y through week 13
March 27, 2016 Channel Checks and Highlights from the Week (2016 Week #12)
March 23, 2016 China Property Market Pulse (2016 Week #12): Continued strength in property sales
March 21, 2016 March Automotive Discount Monitor: Discounting Activity Higher Despite Strong Sales
March 20, 2016 Channel Checks and Highlights from the Week (2016 Week #11)
March 19, 2016 Portfolio Manager Monthly Flip Book (Jan/Feb 2016)
March 16, 2016 China Property Market Pulse (2016 Week #11): Continued acceleration in property sales
March 15, 2016 Mid-1Q16 Industrial Automation Survey: Better month, but 2016 outlook still tracking lower
March 15, 2016 Mid-1Q16 Commercial Vehicle Survey: Better month overall; Dealer outlook at five-month high
March 15, 2016 Mid-1Q16 Automotive Survey: Volume outlook still solid; Pricing trends deteriorated; Lowering to Neutral
March 15, 2016 Mid-1Q16 Construction & Mining Equipment Survey: Quarter-to-date trends tracking above 4Q15; Mining still negative
March 15, 2016 February 2016 Survey: Improved Near-Term Trends Likely
March 13, 2016 Channel Checks and Highlights from the Week (2016 Week #10)
March 13, 2016 China Autos: February Wholesale Sales OEM Breakdown
March 9, 2016 China Property Market Pulse (2016 Week #10): Continued acceleration in property sales
March 8, 2016 Construction Equipment: Recent checks better than expected
March 6, 2016 Channel Checks and Highlights from the Week (2016 Week #9)
March 4, 2016 China Property Market Pulse (2016 Week #9): Post-CNY sales spike continues as looser policy drives demand
February 28, 2016 Channel Checks and Highlights from the Week (2016 Week #8)
February 25, 2016 Has Anti-Corruption Peaked?
February 24, 2016 China Property Market Pulse (2016 Week #8): Sales rebound post-Chinese New Year; Tier 3 sales growth leading YTD
February 21, 2016 Channel Checks and Highlights from the Week (2016 Week #7)
February 19, 2016 February Automotive Discount Monitor: SRR Discount Composite Stable with Moving Parts
February 17, 2016 China Property Market Pulse (2016 Week #7): YTD Tier 1 sales turn negative amid sales slowdown
February 17, 2016 January PV Wholesale Sales Estimated +11.4% Y/Y
February 16, 2016 January 2016 Survey: Pre-CNY Sales Trends Stable; Outlook Mixed
February 16, 2016 Early 1Q16 Industrial Automation Survey: January trends weaker sequentially; 2016 outlook lowered
February 16, 2016 Early 1Q16 Commercial Vehicle Survey: Overall mixed trends to start the quarter; Fleets still cautious on capex
February 16, 2016 Early 1Q16 Automotive Survey: Positive sales continued, but dealers more cautious
February 16, 2016 Early 1Q16 Construction & Mining Equipment Survey: Encouraging start to quarter; January ticked up
February 7, 2016 Channel Checks and Highlights from the Week (2016 Week #5)
February 3, 2016 China Property Market Pulse (2016 Week #5): Tier 3 and Tier 2 sales outpace Tier 1 YTD
January 31, 2016 Channel Checks and Highlights from the Week (2016 Week #4)
January 27, 2016 Terex/Zoomlion Comment: Thoughts on Terex-Zoomlion News
January 27, 2016 China Property Market Pulse (2016 Week #4): Sales and pricing mixed
January 27, 2016 TSLA China Update: 4Q 2015 Registrations +26% Q/Q; China JV Plans
January 24, 2016 Channel Checks and Highlights from the Week (2016 Week #3)
January 23, 2016 Property Market Monthly Flip Book (December 2015)
January 23, 2016 Portfolio Manager Monthly Flip Book (December 2015)
January 20, 2016 China Property Market Pulse (2016 Week #3): Solid start to the year for China property sales; Pricing mixed
January 19, 2016 January Automotive Discount Monitor: SRR Discount Composite Moderated
January 17, 2016 Channel Checks and Highlights from the Week (2016 Week #2)
January 15, 2016 Elevator Quarterly Survey 4Q 2015
January 14, 2016 China Field Trip Takeaways: No Panic In China
January 14, 2016 December 2015 Survey: Autos Shine; Construction Equipment Stabilized
January 14, 2016 4Q15 Industrial Automation Survey: Q/Q trends weaker, but December trends improved