Research

Date Report Title
February 26, 2017 Channel Checks and Highlights from the Week (2017 Week #8)
February 23, 2017 China Property Pulse – Week #8: Property sales resume downtrend; Price sensitivity increasing
February 20, 2017 Channel Checks and Highlights from the Week (2017 Week #7)
February 15, 2017 China Property Pulse – Week #7: Sales pick up post Lunar New Year; Tier 3 strongest, Tier 1 still weak
February 14, 2017 China Autos: January Wholesale Sales OEM Breakdown
February 13, 2017 Channel Checks and Highlights from the Week (2017 Week #6)
February 8, 2017 China Property Pulse – Week #6: Sales slowdown during Lunar New Year
February 5, 2017 SRR Dec China MMI (Macro Momentum Indicator) +9.3 vs. +13.7 (Nov) – Top Ten Observations + Monthly Flip Book
January 31, 2017 SRR February 2017 Calendar
January 27, 2017 China Property Pulse – Week #4: Modest improvement in sales trends heading into Chinese New Year
January 24, 2017 TSLA 4Q16 Registrations Jump Over 300% Y/Y; 2016 +170%
January 24, 2017 Latest Checks Support Positive Near-Term Outlook
January 23, 2017 Channel Checks and Highlights from the Week (2017 Week #3)
January 20, 2017 January Automotive Discount Monitor: SRR Discount Index Ticked Back Up As Tax Incentive Reduced
January 18, 2017 China Property Market Pulse (2017 Week #3): Robust Tier 3 sales offset by declines in Tier 1/2; Land sales increase YTD in higher tier cities
January 17, 2017 4Q 2016 Elevator Survey: Sequential improvement; Overall conditions remain negative
January 17, 2017 4Q16 Automation Survey: Evident pickup in manufacturing; 2017 outlook ticked up; Process bottom
January 17, 2017 4Q16 Commercial Vehicle Survey: Solid quarter; Policy and macro drivers underpin positive fundamental outlook
January 17, 2017 4Q16 Automotive Survey: Strong sales boosted by pre-buy; 2017 outlook up on tax incentive extension
January 17, 2017 4Q16 Construction & Mining Equipment Survey: Strong quarter; 2017 outlook ticked up on positive N/T trends
January 17, 2017 4Q16 Industrial Automation Survey: Solid Quarter Reflecting Broad-Based Improvement Across Industrials
January 16, 2017 Channel Checks and Highlights from the Week (2017 Week #2)
January 12, 2017 China Autos: December Wholesale Sales OEM Breakdown
January 11, 2017 China Property Market Pulse (2017 Week #2): Tier 1/2 sales remain negative; Land supply increased
January 8, 2017 Channel Checks and Highlights from the Week (2017 Week #1)
January 4, 2017 China Property Market Pulse (2017 Week #1): Tier 1/2 sales start 2017 negative; Tier 3 accelerated
January 4, 2017 2017 Calendar – Key Economic and Industry Events ***UPDATED***
December 28, 2016 China Property Market Pulse (2016 Week #52): Tier 1 sales end year -4% Y/Y, Tier 2 +25%, Tier 3 +39%
December 26, 2016 Channel Checks and Highlights from the Week (2016 Week #51)
December 23, 2016 December Automotive Discount Monitor: SRR Discount Index Ticked Down Amid Low Supply
December 23, 2016 2017 Calendar – Key Economic and Industry Events
December 21, 2016 China Property Market Pulse (2016 Week #51): Tier 1/2 sales decline re-accelerated; Tier 3 up
December 19, 2016 Channel Checks and Highlights from the Week (2016 Week #50)
December 17, 2016 Portfolio Manager Monthly Flip Book (November 2016)
December 15, 2016 Mid-4Q16 Industrial Automation Survey: Continued improvement; Pricing and outlook better
December 15, 2016 Mid-4Q16 Commercial Vehicle Survey: Dealer and fleet outlook higher; Overloading crackdown a significant driver; Reaffirm Positive sector view
December 15, 2016 Mid-4Q16 Automotive Survey: Pre-buy effect evident; Sales strong, but price pressure persists
December 15, 2016 Mid-4Q16 Construction & Mining Equipment Survey: Positive trends continued; Further improvement in pricing outlook
December 15, 2016 Mid-4Q16 Industrial Automation Survey: Restocking Activity Drive Positive Trends and Near-Term Outlook
December 15, 2016 It’s Official – Purchase Tax Cut Extended but Discount Lowered; 2018 Back to Normal
December 15, 2016 China Property Market Pulse (2016 Week #50): Tier 1/2 sales declines moderate; Land sales deep negative
December 12, 2016 Channel Checks and Highlights from the Week (2016 Week #49)
December 9, 2016 China Autos: November Wholesale Sales OEM Breakdown
December 7, 2016 China Property Market Pulse (2016 Week #49): Tier 1/2 sales continued to decline, Tier 3 remained positive
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