Research

Date Report Title
January 12, 2020 Channel Checks and Highlights from the Week (2020 Week #1)
January 10, 2020 China Property Pulse – Week #2: Sales growth improved across Tiers in Week 2
January 3, 2020 China Property Pulse – Week #1: Tier 1 and 2 weekly sales growth remained negative; Tier 3 growth moderated
December 31, 2019 SRR Nov China MMI (Macro Momentum Indicator) +4.7 vs. -2.7 (Oct) – Top Ten Observations + Monthly Flip Book
December 30, 2019 SRR January 2020 Calendar
December 26, 2019 China Automotive Market Pulse: Dec 2019 (Week 3)
December 22, 2019 Channel Checks and Highlights from the Week (2019 Week #51)
December 22, 2019 China Property Pulse – Week #51: Tier 1 sales growth declined on tough comps; Sales growth in Tier 2-3 improved
December 20, 2019 China Construction Equipment Checks: 2020 Expectations Negative, but Near-Term More Upside than Downside Risk; No Let Up Seen in Price War
December 18, 2019 China Automotive Market Pulse: Dec 2019 (Week 2)
December 15, 2019 Channel Checks and Highlights from the Week (2019 Week #50)
December 13, 2019 China Autos: Nov 2019 Wholesale Sales OEM Breakdown
December 13, 2019 China Property Pulse – Week #50: Mixed trends across Tiers; Tier 3 sales accelerated
December 9, 2019 Channel Checks and Highlights from the Week (2019 Week #49)
December 5, 2019 China Property Pulse – Week #49: Weekly sales improved across Tier 1-3 cities; Tier 3 turned positive YTD
December 3, 2019 SRR Oct China MMI (Macro Momentum Indicator) -2.7 vs. +0.0 (Sep) – Top Ten Observations + Monthly Flip Book
November 29, 2019 Metalex Bangkok 2019: Cautious Sentiment as Demand Continues to Soften; Low visibility and Trade War uncertainty cloud 2020 outlook
November 29, 2019 SRR December 2019 Calendar
November 29, 2019 Auto Discount Monitor: Auto Discounts Increase at Highest Pace Since May; Chevrolet, Baojun and Geely discounts rose most; Honda and BYD moderated
November 28, 2019 China Property Pulse – Week #48: Sales growth moderated across Tier 1-3 cities
November 27, 2019 China Automotive Market Pulse: Nov 2019 (Week 3)
November 24, 2019 Channel Checks and Highlights from the Week (2019 Week #47)
November 21, 2019 China Property Pulse – Week #47: Tier 1 sales growth accelerated; Tier 2/3 growth deteriorated
November 20, 2019 China Automotive Market Pulse: Nov 2019 (Week 2)
November 18, 2019 Channel Checks and Highlights from the Week (2019 Week #46)
November 14, 2019 China Property Pulse – Week #46: Tier 1 and 3 cities weekly sales growth improved on easy comps; Tier 2 growth turned negative
November 13, 2019 China Autos: Oct 2019 Wholesale Sales OEM Breakdown
November 13, 2019 China Automotive Market Pulse: Nov 2019 (Week 1)
November 11, 2019 China Property Pulse – Week #45: Sales growth moderated across city tiers
November 10, 2019 Channel Checks and Highlights from the Week (2019 Week #45)
November 8, 2019 Walking Around the Wuhan Commercial Vehicle Show: Overloading Crackdown intensifies on Wuxi Bridge Collapse; Non-cyclical factors drive demand; 2020 outlook better than expected
November 4, 2019 Channel Checks and Highlights from the Week (2019 Week #44)
November 1, 2019 SRR China Property Price Index (Oct 2019): Proprietary Same-Store Resi Price Index Indicate Tier 2-6 Price Strength; Tier 1 Price Softened; Policy Loosening Unlikely
November 1, 2019 China Property Pulse – Week #44: Tier 1 and 2 sales growth moderated; Tier 3 accelerated on easy comps
November 1, 2019 SRR China Property Price Index (Oct 2019): Proprietary Same-Store Resi Price Index Indicate Tier 2-6 Price Strength; Tier 1 Price Softened; Policy Loosening Unlikely
October 31, 2019 Auto Discount Monitor: Auto Discounts Continue to Rise Into Peak Season; Great Wall, Geely and Volkswagen discounts rose most; Chevrolet, Toyota and Hongguang moderated most
October 31, 2019 SRR Sep China MMI (Macro Momentum Indicator) -0.3 vs. +0.7 (Aug) – Top Ten Observations + Monthly Flip Book
October 30, 2019 China Automotive Market Pulse: Oct 2019 (Week 3)
October 30, 2019 SRR November 2019 Calendar
October 27, 2019 Channel Checks and Highlights from the Week (2019 Week #43)
October 24, 2019 China Property Pulse – Week #43: Property sales growth continue to improve across Tier 1-3 on easy comps
October 23, 2019 China Automotive Market Pulse: Oct 2019 (Week 2)
October 22, 2019 3Q19 Automotive Survey: Signs of stabilization despite lower 2019 outlook; Reduced expectations for stimulus
October 22, 2019 3Q19 Elevator Survey: Positive order trends continued; Signs of favourable pricing trends
October 22, 2019 3Q19 Automation Survey: Continued pressure on orders, ex-Process
October 22, 2019 3Q19 Commercial Vehicle Survey: Fleet owner trends show signs of slowdown; Outlook negative
October 22, 2019 3Q19 Construction & Mining Equipment Survey: Sales and orders stabilize; Receivables improve; Downside risk remains
October 22, 2019 3Q19 Industrial Survey: Industrial Trends Mixed; Elevators orders/pricing improved; Discrete Automation orders down, Process orders up; Machinery mixed; Autos stable
October 20, 2019 Channel Checks and Highlights from the Week (2019 Week #42)
October 17, 2019 China Property Pulse – Week #42: Rolling 4-week sales growth improve across Tiers on easier comps