Research

Date Report Title
March 23, 2017 China Property Pulse – Week #12: All three tiers negative sales growth for Week 12
March 19, 2017 Channel Checks and Highlights from the Week (2017 Week #11)
March 16, 2017 China Property Pulse – Week #11: Weekly data continue to point to weak property market trends; Tier 3 outperforms
March 15, 2017 Mid-1Q17 Automation Survey: Sales and orders moderated; Process sales pullback, but outlook above average
March 15, 2017 Mid-1Q17 Commercial Vehicle Survey: Policy and macro drivers continue to underpin favourable trends
March 15, 2017 Mid-1Q17 Automotive Survey: Mixed trends to start the year; Sales and foot traffic declined, but demand more resilient than feared
March 15, 2017 Mid-1Q17 Construction & Mining Equipment Survey: Strong near-term demand; Mining aftermarket cycle-high; Competitive pressures persist
March 15, 2017 Mid-1Q17 Industrial Survey: Strong Start for Machinery; Mixed Trends in Autos and Automation
March 13, 2017 China Autos: February Wholesale Sales OEM Breakdown
March 12, 2017 Channel Checks and Highlights from the Week (2017 Week #10)
March 9, 2017 China Property Pulse – Week #10: Tier 2 sales turn negative on YTD basis; Tier 3 still positive
March 6, 2017 Channel Checks and Highlights from the Week (2017 Week #9)
March 3, 2017 Post-CNY Checks Positive; Strong Start for Machinery
March 1, 2017 China Property Pulse – Week #9: Property market decline accelerates in Tier 2/3 cities; First negative Y/Y for Tier 3 in 15 months
February 28, 2017 February Automotive Discount Monitor: SRR Auto Discount Composite Ticks Up; SUV discounts at 1+ year high; Audi, Buick rose most; BYD, Ford lead declines
February 28, 2017 SRR March 2017 Calendar
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)