Research

Date Report Title
January 11, 2019 China Property Market Pulse: Week #2: Tier 1 double-digit sales growth on easy comps; Tier 2/3 sales decline accelerated
January 10, 2019 China Field Trip Takeaways: Wary of 1Q19 Air Pocket
January 5, 2019 Channel Checks and Highlights from the Week (2019 Week #1)
January 4, 2019 China Property Market Pulse: Week #1: Tier 1 and 2 sales growth improved; Tier 3 growth deteriorates on tough comps
December 30, 2018 SRR Nov China MMI (Macro Momentum Indicator) -2.7 vs. -5.0 (Oct) – Top Ten Observations + Monthly Flip Book
December 29, 2018 2019 Calendar of Events
December 28, 2018 Discounting Activity Remains Aggressive; Discounts increased across all brands; Chevrolet, Mercedes and Geely rose most
December 28, 2018 China Property Market Pulse: Week #52: Tier 1 sales growth jumps on easy comps; Tier 2 stable; Tier 3 growth deteriorates
December 26, 2018 China Automotive Market Pulse: December 2018 (Week 3)
December 24, 2018 Channel Checks and Highlights from the Week (2018 Week #51)
December 20, 2018 China Automotive Market Pulse: December 2018 (Week 2)
December 20, 2018 China Property Market Pulse: Week #51: Positive sales growth in Tier 1/2 cities; Tier 3 remained negative
December 19, 2018 Mid-4Q18 Automation Survey: Sequential uptick on sales; Orders and outlook remained weak
December 19, 2018 Mid-4Q18 Commercial Vehicle Survey: Below-seasonal trends; Fleet owner optimism dropped to 11- quarter low
December 19, 2018 Mid-4Q18 Automotive Survey: Seasonal uptick; Flat expectations for 2019
December 19, 2018 Mid-4Q18 Construction & Mining Equipment Survey: Modest improvement in sales, orders, pricing; Gov’t spending up
December 19, 2018 Mid-4Q18 Survey (CAT, EMR, ROK, APTV, BWA, WBC, CMI, GM, etc): Sentiment Weaker than Demand; Sales Uptick on Seasonality and Gov’t Spending; Outlook Mixed
December 14, 2018 Purchase Tax Cut Not Only Option to Boost Demand; Digging Deeper into Reported Tax Deductions from 2019
December 13, 2018 China Automotive Market Pulse: December 2018 (Week 1)
December 13, 2018 China Property Market Pulse: Week #50: Negative sales trends persists in Tier 1/3 cities; Tier 2 remains stable
December 12, 2018 China Autos: Nov Wholesale Sales OEM Breakdown
December 10, 2018 Channel Checks and Highlights from the Week (2018 Week #49)
December 6, 2018 China Property Market Pulse: Week #49: Tier 1 sales growth 27-week low; Tier 2/3 relatively stable
December 5, 2018 SRR China Property Price Index: November 2018
December 4, 2018 SRR Oct China MMI (Macro Momentum Indicator) -4.7 vs. -2.3 (Sep) – Top Ten Observations + Monthly Flip Book
December 3, 2018 China Bauma 2018 Takeaways: 2019 bias remains negative; NS4 delay likely
December 2, 2018 Channel Checks and Highlights from the Week (2018 Week #48)
December 1, 2018 SRR December 2018 Calendar
November 30, 2018 Auto Discounts Spiked in November: Audi, Buick and Roewe rose most; Hongguang and Great Wall discounts moderated
November 29, 2018 China Property Market Pulse: Week #48: Property sales remain sluggish
November 29, 2018 China Automotive Market Pulse: November 2018 (Week 3)
November 26, 2018 China Industrials: Takeaways from ASEAN Industrial Trade Show; Pessimistic 2019 Outlook for China
November 25, 2018 Channel Checks and Highlights from the Week (2018 Week #47)
November 22, 2018 China Property Market Pulse: Week #47: Tier 3 underperformance continues as Tier 1/2 stabilize
November 21, 2018 China Automotive Market Pulse: November 2018 (Week 2)
November 18, 2018 Channel Checks and Highlights from the Week (2018 Week #46)
November 15, 2018 China Property Market Pulse: Week #46: Tier 1 and 2 sales modestly positive; Tier 3 sales growth remained negative
November 14, 2018 China Automotive Market Pulse: November 2018 (Week 1)
November 13, 2018 Thematic Report: Expectations Reset in Autos, Turning Positive as Catalysts Loom; No Change to Negative View on Machinery as Downside Risk Exceeds Upside
November 12, 2018 China Autos: Oct Wholesale Sales OEM Breakdown
November 11, 2018 Channel Checks and Highlights from the Week (2018 Week #45)
November 8, 2018 China Automotive Market Pulse: October 2018 (Week 5)
November 8, 2018 China Property Market Pulse: Week #45: Tier 1 sales improve on easier comps; Moderating sales decline in Tier 2/3 cities
November 1, 2018 SRR November 2018 Calendar
November 1, 2018 SRR Sep China MMI (Macro Momentum Indicator) -2.7 vs. -12.7 (Aug) – Top Ten Observations + Monthly Flip Book
November 1, 2018 China Property Market Pulse: Week #44: Weekly trends indicate soft trends across Tiers; Tier 1 sees sharp slowdown
October 31, 2018 Auto Discounts Accelerate Again in October; Baojun, Roewe and Volkswagen rose most; Buick, Chevrolet and Mercedes discounts moderated
October 31, 2018 China Automotive Market Pulse: October 2018 (Week 4)
October 28, 2018 Channel Checks and Highlights from the Week (2018 Week #43)
October 26, 2018 China Automotive Market Pulse: October 2018 (Week 3)