Research

Date Report Title
October 16, 2015 October Automotive Discount Monitor: SRR Discount Composite Remained Stable
October 15, 2015 3Q15 Automotive Survey: Surveys indicated continued sales recovery; Pricing outlook negative
October 15, 2015 3Q15 Construction & Mining Equipment Survey: Trends stabilized, but limited optimism for recovery
October 15, 2015 3Q15 Commercial Vehicle Survey: Dealer sales picked up in September; Freight indicators more mixed
October 15, 2015 3Q15 Industrial Automation Survey: Trends deteriorated during the quarter; Auto capex still a concern
October 15, 2015 September 2015 Survey: Industrial Automation weakened; Auto picked up
October 14, 2015 China Property Market Pulse (Week #41): Sales trends decelerate on tough comps; Tier 3 sales turn negative
October 11, 2015 Channel Checks and Highlights from the Week (Week #41)
October 10, 2015 Portfolio Manager Monthly Flip Book (September 2015)
October 9, 2015 China Property Market Pulse (Week #40): Robust Y/Y sales trends; Pricing more mixed
October 5, 2015 Channel Checks and Highlights from the Week (Week #40)
September 30, 2015 Stimulus Bolsters 2016 Growth Case
September 30, 2015 China Property Market Pulse (Week #39): Robust Tier 1 & 2 sales trends; Pricing improved
September 28, 2015 Channel Checks and Highlights from the Week (Week #39)
September 23, 2015 China Property Market Pulse (Week #38): Sales start to pick back up; Tier 1 prices moderated
September 21, 2015 Channel Checks and Highlights from the Week (Week #38)
September 18, 2015 Walking Around Chengdu Auto Show: Show traffic + recent data points suggest soft patch, not recession; Competition the key risk
September 18, 2015 September Bi-weekly Automotive Discount Monitor: SRR Discount Composite Stabilized
September 16, 2015 Mid-3Q15 Automotive Survey: Mixed month; Quarter-to-date dealer trends stable sequentially, suppliers feel impact from summer shutdowns
September 16, 2015 Mid-3Q15 Construction & Mining Equipment Survey: Softer month overall, but stable 3-month trend; Rising inventories a red flag
September 16, 2015 Mid-3Q15 Commercial Vehicle Survey: 3Q dealer trends tracking worse Q/Q; Freight indicators improved
September 16, 2015 Mid-3Q15 Industrial Automation Survey: New low for sales index; Auto capex red flag raised
September 16, 2015 August 2015 Survey: 3Q15 Mid-Qtr Trends Mixed; September Key Month
September 16, 2015 China Property Market Pulse (Week #37): Sales and pricing mixed, Tier 1 pricing moderated
September 13, 2015 Channel Checks and Highlights from the Week (Week #37)
September 9, 2015 China Property Market Pulse (Week #36): Sales stabilizing, pricing mixed
September 7, 2015 Channel Checks and Highlights from the Week (Week #36)
September 4, 2015 September Bi-weekly Automotive Discount Monitor: SRR Discount Composite Index Ticked Down
September 2, 2015 China Property Market Pulse (Week #35): Sales and pricing trends down
August 26, 2015 China Property Market Pulse (Week #34): Tier 1/2 pricing improved; Tier 3 sales and pricing down
August 24, 2015 Channel Checks and Highlights from the Week (Week #34)
August 21, 2015 August Bi-weekly Automotive Discount Monitor: SRR Discount Composite Index Down Slightly
August 20, 2015 China August Field Trip Takeaways: Challenging Industrial Automation Trends
August 19, 2015 China Property Market Pulse (Week #33): Tier 1 sales/pricing robust; Tier 2/3 pricing down
August 17, 2015 Channel Checks and Highlights from the Week (Week #33)
August 14, 2015 July 2015 Industrial Automation Survey
August 14, 2015 July 2015 Commercial Vehicle Survey
August 14, 2015 July 2015 Construction & Mining Equipment Survey
August 14, 2015 July 2015 Automotive Survey
August 14, 2015 July 2015 Survey: 3Q15 Starts Off Mixed
August 12, 2015 China Property Market Pulse (Week #32): Mixed sales trends; Pricing moderates sequentially
August 12, 2015 2Q15 Earnings Comment: China a Source of Downside Surprise
August 10, 2015 Channel Checks and Highlights from the Week (Week #32)
August 7, 2015 August Bi-weekly Automotive Discount Monitor: SRR Discount Composite Index Ticked Back Up
August 5, 2015 China Property Market Pulse (Week #31): Sales and pricing trends more mixed
August 4, 2015 China July Field Trip Takeaways: Soft Demand, but Stable; Market Impact Limited
August 3, 2015 Channel Checks and Highlights from the Week (Week #31)
July 30, 2015 China Property Market Pulse (Week #30): Sales activity robust; Pricing pulled back
July 26, 2015 Channel Checks and Highlights from the Week (Week #30)
July 24, 2015 TSLA China Update: 2Q15 Registrations -30% Q/Q; Monthly registrations declined for third month in a row