Research

Date Report Title
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
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