Research

Date Report Title
May 13, 2016 Early 2Q16 Construction & Mining Equipment Survey: Sentiment at six-month low; Sales and outlook moderated
May 12, 2016 China Autos: April Wholesale Sales OEM Breakdown
May 11, 2016 China Property Market Pulse (2016 Week #19): Sales growth decelerates across tiers
May 8, 2016 Channel Checks and Highlights from the Week (2016 Week #18)
May 6, 2016 Construction Equipment: Increased Caution in the Field
May 4, 2016 China Property Market Pulse (2016 Week #18): Tier 1/3 sales decelerated; Tier 2 still strong
May 3, 2016 On the Ground at the Beijing Auto Show …
May 2, 2016 Channel Checks and Highlights from the Week (2016 Week #17)
April 27, 2016 China Property Market Pulse (2016 Week #17): First Y/Y decline in Tier 1 sales since Nov 2014; Tier 3 sales first M/M decline in six weeks; Tier 2 strong
April 24, 2016 Channel Checks and Highlights from the Week (2016 Week #16)
April 22, 2016 Portfolio Manager Monthly Flip Book (Mar 2016)
April 22, 2016 April Automotive Discount Monitor: Discounting Activity Continued to Rise
April 20, 2016 China Property Market Pulse (2016 Week #16): Tier 1 sales first M/M decline in six weeks as policy tightening bites; Tier 2/3 still strong
April 19, 2016 Elevator Quarterly Survey 1Q 2016
April 19, 2016 Chinese Competition A Structural Pricing Headwind
April 18, 2016 1Q16 Industrial Automation Survey: Overall trends improved in 1Q16; Outlook stable; Raising to Neutral
April 18, 2016 1Q16 Commercial Vehicle Survey: Mixed trends in March; Better 1Q overall
April 18, 2016 1Q16 Automotive Survey: Signs of a peak in sales growth; Promotional activity up
April 18, 2016 1Q16 Construction & Mining Equipment Survey: Positive 1Q16; Sustainability the key question
April 18, 2016 1Q 2016 Survey: Improved 1Q16 Overall; Sustainability the Key
April 17, 2016 Channel Checks and Highlights from the Week (2016 Week #15)
April 13, 2016 China Property Market Pulse (2016 Week #15): More tier 1 sales deceleration; Tier 2/3 still strong
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