| Date |
Report Title |
| December 5, 2016 |
Channel Checks and Highlights from the Week (2016 Week #48) |
| December 1, 2016 |
Purchase Tax Cut Expiry Looming – Focusing On the Day After |
| December 1, 2016 |
China Property Market Pulse (2016 Week #48): Property market slowdown continues as Tier 1 YTD inflects negative; Tier 3 sales better |
| November 28, 2016 |
China Bauma Supports Positive Near-Term Outlook |
| November 27, 2016 |
Channel Checks and Highlights from the Week (2016 Week #47) |
| November 24, 2016 |
China Property Market Pulse (2016 Week #47): Property restrictions continue to bite; Tier 1 sales now flattish for the year |
| November 20, 2016 |
Channel Checks and Highlights from the Week (2016 Week #46) |
| November 19, 2016 |
Property Market Monthly Flip Book (October 2016) |
| November 19, 2016 |
Portfolio Manager Monthly Flip Book (October 2016) |
| November 18, 2016 |
November Automotive Discount Monitor: SRR Discount Index Slight Uptick in November |
| November 16, 2016 |
China Property Market Pulse (2016 Week #46): M/M sales decline across Tier 1-3 cities; First Y/Y decline for Tier 2 Composite in 71 weeks |
| November 15, 2016 |
Early 4Q16 Industrial Automation Survey: Process drives favorable 2017 outlook |
| November 15, 2016 |
Early 4Q16 Commercial Vehicle Survey: Broad-based strength; Dealers and fleet owners express optimism; Overloading crackdown a material tailwind |
| November 15, 2016 |
Early 4Q16 Automotive Survey: Continued strength in early 4Q16 as tax cut expiry looms |
| November 15, 2016 |
Early 4Q16 Construction & Mining Equipment Survey: Sales and orders improved; Continued abatement in price pressure; 2016 and 2017 outlook revised up |
| November 15, 2016 |
Early 4Q16 Industrial Survey: Positive Near-Term Trends Continue; 2017 Outlook Diverges |
| November 14, 2016 |
Channel Checks and Highlights from the Week (2016 Week #45) |
| November 11, 2016 |
More Bullish on Process post-IAS |
| November 10, 2016 |
China Property Market Pulse (2016 Week #45): Continued moderation/decline in property sales; Land supply tightens |
| November 10, 2016 |
China Autos: October Wholesale Sales OEM Breakdown |
| November 7, 2016 |
TSLA China Update: September Model X registrations |
| November 6, 2016 |
Channel Checks and Highlights from the Week (2016 Week #44) |
| November 2, 2016 |
China Property Market Pulse (2016 Week #44): Sharp slowdown in rolling 4-week sales growth; Weekly land sales down across all tiers |
| November 1, 2016 |
Channel Checks and Highlights from the Week (2016 Week #43) |
| October 28, 2016 |
3Q16 Earnings Comment: China Trends Mostly Positive; Outlook Mixed |
| October 27, 2016 |
China Property Market Pulse (2016 Week #43): Sharp sequential declines in sales activity reflect almost immediate policy impact |
| October 24, 2016 |
TSLA 3Q16 China Update |
| October 23, 2016 |
Channel Checks and Highlights from the Week (2016 Week #42) |
| October 22, 2016 |
Property Market Monthly Flip Book (September 2016) |
| October 22, 2016 |
Portfolio Manager Monthly Flip Book (September 2016) |
| October 21, 2016 |
October Automotive Discount Monitor: Discounts Tick Up After Moderating for Two Months |
| October 19, 2016 |
China Property Market Pulse (2016 Week #42): Signs of moderation following property restrictions |
| October 17, 2016 |
3Q 2016 Elevator Survey: Weak finish to otherwise improved quarter; 2017 outlook negative |
| October 17, 2016 |
3Q16 Industrial Automation Survey: Stable 3Q16 offset by weak pricing; Process drives better 2017 outlook |
| October 17, 2016 |
3Q16 Commercial Vehicle Survey: Strong quarter; Overloading crackdown potentially tailwind for 2017 |
| October 17, 2016 |
3Q16 Automotive Survey: Strong quarter; Purchase tax cut expiry looms |
| October 17, 2016 |
3Q16 Construction & Mining Equipment Survey: Pricing improved; 2017 outlook positive, but property policy a red flag |
| October 17, 2016 |
3Q16 Industrial Survey: Old Economy Continued to Outperform; Trucks Most Positive; Mixed Trends in September |
| October 17, 2016 |
Channel Checks and Highlights from the Week (2016 Week #41) |
| October 13, 2016 |
China Autos: September Wholesale Sales OEM Breakdown |
| October 12, 2016 |
China Property Market Pulse (2016 Week #41): Property restrictions start to bite; Tier 1 sales down sequentially, 5th consecutive deceleration; Tier 2 sales moderate |
| October 10, 2016 |
Channel Checks and Highlights from the Week (2016 Week #40) |
| October 7, 2016 |
China Trucks (WBC/CMI): New Weight Limits and Overloading Crackdown – Net Positive for China Truck Demand |
| October 2, 2016 |
Channel Checks and Highlights from the Week (2016 Week #39) |
| September 28, 2016 |
China Property Market Pulse (2016 Week #39): Continued robust property sales trends; Tier 1 decelerates |
| September 25, 2016 |
Channel Checks and Highlights from the Week (2016 Week #38) |
| September 23, 2016 |
Property Market Monthly Flip Book (August 2016) |
| September 23, 2016 |
Portfolio Manager Monthly Flip Book (August 2016) |
| September 23, 2016 |
September Automotive Discount Monitor: SRR Discount Index Moderated |
| September 22, 2016 |
China Property Market Pulse (2016 Week #38): Tier 1/2 sales moderated; Tier 3 sales stable |
