Research

Date Report Title
December 19, 2015 Property Market Monthly Flip Book (November 2015)
December 19, 2015 Portfolio Manager Monthly Flip Book (November 2015)
December 16, 2015 China Property Market Pulse (Week #50): Sales up sequentially, Y/Y comps move sideways; Tier 1/2 pricing down
December 15, 2015 Mid-4Q15 Construction & Mining Equipment Survey: Weak market conditions persist; 2016 outlook ticked down
December 15, 2015 Mid-4Q15 Commercial Vehicle Survey: Mixed month; Demand still lacking a catalyst
December 15, 2015 Mid-4Q15 Industrial Automation Survey: Continued weak trends; 2016 outlook ticked down
December 15, 2015 Mid-4Q15 Automotive Survey: 2016 sales outlook ticked up; Pricing expectations still negative
December 15, 2015 November 2015 Survey: Mid-4Q Survey Results
December 13, 2015 Channel Checks and Highlights from the Week (Week #50)
December 9, 2015 China Property Market Pulse (Week #49): Sales comps continue to moderate; Tier 2/3 pricing down
December 7, 2015 November PV Wholesale Sales Estimated +19.4% Y/Y
December 7, 2015 Channel Checks and Highlights from the Week (Week #49)
December 2, 2015 China Property Market Pulse (Week #48): Sales comps continue to moderate; Pricing up
November 29, 2015 Channel Checks and Highlights from the Week (Week #48)
November 25, 2015 China Property Market Pulse (Week #47): YTD sales trends mostly stable
November 23, 2015 Channel Checks and Highlights from the Week (Week #47)
November 20, 2015 November Automotive Discount Monitor: SRR Discount Composite Ticked Down
November 18, 2015 China Property Market Pulse (Week #46): Sales and pricing trends mixed
November 16, 2015 October 2015 Survey: Mixed Start to 4Q15
November 16, 2015 Early-4Q15 Industrial Automation Survey: Weak start to the quarter; Outlook mixed
November 16, 2015 Early-4Q15 Auto Survey: Supplier trends bounced back; 2016 sales outlook positive; Pricing negative
November 16, 2015 Early-4Q15 Construction & Mining Equipment Survey: Weak market conditions persist; Potential uptick in mining aftermarket
November 16, 2015 Early 4Q15 Commercial Vehicle Survey: Soft start to the quarter; Demand lacking a catalyst
November 15, 2015 Channel Checks and Highlights from the Week (Week #46)
November 14, 2015 Property Market Monthly Flip Book (October 2015)
November 14, 2015 Portfolio Manager Monthly Flip Book (October 2015)
November 12, 2015 China Property Market Pulse (Week #45): Y/Y sales trends stabilize; Pricing up
November 9, 2015 Industrial Automation: Cautious Tone at IAS Shanghai; 2016 Outlook Negative
November 9, 2015 Cautious Tone at IAS
November 5, 2015 China Property Market Pulse (Week #44): Y/Y sales trends continued to moderate; Tier 1/3 pricing up
November 1, 2015 Channel Checks and Highlights from the Week (Week #44)
October 30, 2015 TSLA China: 3Q sales/registrations up Q/Q; Inventories too
October 28, 2015 China Property Market Pulse (Week #43): Y/Y sales trends continued to moderate; Tougher comps ahead
October 26, 2015 Implications of Recent China Foreign Trade Deals
October 25, 2015 Channel Checks and Highlights from the Week (Week #43)
October 21, 2015 China Property Market Pulse (Week #42): Continued moderation in sales/pricing trends
October 19, 2015 Elevator Quarterly Survey 3Q 2015
October 18, 2015 Channel Checks and Highlights from the Week (Week #42)
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