Research

Date Report Title
October 23, 2016 Channel Checks and Highlights from the Week (2016 Week #42)
October 22, 2016 Property Market Monthly Flip Book (September 2016)
October 22, 2016 Portfolio Manager Monthly Flip Book (September 2016)
October 21, 2016 October Automotive Discount Monitor: Discounts Tick Up After Moderating for Two Months
October 19, 2016 China Property Market Pulse (2016 Week #42): Signs of moderation following property restrictions
October 17, 2016 3Q 2016 Elevator Survey: Weak finish to otherwise improved quarter; 2017 outlook negative
October 17, 2016 3Q16 Industrial Automation Survey: Stable 3Q16 offset by weak pricing; Process drives better 2017 outlook
October 17, 2016 3Q16 Commercial Vehicle Survey: Strong quarter; Overloading crackdown potentially tailwind for 2017
October 17, 2016 3Q16 Automotive Survey: Strong quarter; Purchase tax cut expiry looms
October 17, 2016 3Q16 Construction & Mining Equipment Survey: Pricing improved; 2017 outlook positive, but property policy a red flag
October 17, 2016 3Q16 Industrial Survey: Old Economy Continued to Outperform; Trucks Most Positive; Mixed Trends in September
October 17, 2016 Channel Checks and Highlights from the Week (2016 Week #41)
October 13, 2016 China Autos: September Wholesale Sales OEM Breakdown
October 12, 2016 China Property Market Pulse (2016 Week #41): Property restrictions start to bite; Tier 1 sales down sequentially, 5th consecutive deceleration; Tier 2 sales moderate
October 10, 2016 Channel Checks and Highlights from the Week (2016 Week #40)
October 7, 2016 China Trucks (WBC/CMI): New Weight Limits and Overloading Crackdown – Net Positive for China Truck Demand
October 2, 2016 Channel Checks and Highlights from the Week (2016 Week #39)
September 28, 2016 China Property Market Pulse (2016 Week #39): Continued robust property sales trends; Tier 1 decelerates
September 25, 2016 Channel Checks and Highlights from the Week (2016 Week #38)
September 23, 2016 Property Market Monthly Flip Book (August 2016)
September 23, 2016 Portfolio Manager Monthly Flip Book (August 2016)
September 23, 2016 September Automotive Discount Monitor: SRR Discount Index Moderated
September 22, 2016 China Property Market Pulse (2016 Week #38): Tier 1/2 sales moderated; Tier 3 sales stable
September 19, 2016 KONE Trade Idea
September 19, 2016 Channel Checks and Highlights from the Week (2016 Week #37)
September 14, 2016 China Property Market Pulse (2016 Week #37): Tier 1/2 sales stabilizing; Tier 3 sales ticked up
September 14, 2016 Mid 3Q16 Automation Survey: Process drives improved outlook
September 14, 2016 Mid 3Q16 Commercial Vehicle Survey: Freight volume and rates positive; 2017 outlook ticked up
September 14, 2016 Mid 3Q16 Automotive Survey: 2017 outlook ticked down; Pricing pressures persisted
September 14, 2016 Mid 3Q16 Construction & Mining Equipment Survey: Sales/orders indices improved; 2017 outlook ticked up
September 14, 2016 Mid 3Q16 Industrial Survey: Trends Improved
September 12, 2016 Autos: Walking Around the Chengdu Auto Show …
September 12, 2016 Channel Checks and Highlights from the Week (2016 Week #36)
September 9, 2016 China Autos: August Wholesale Sales OEM Breakdown
September 7, 2016 China Property Market Pulse (2016 Week #36): Property sales accelerated across all tiers
September 4, 2016 Channel Checks and Highlights from the Week (2016 Week #35)
September 1, 2016 China Property Market Pulse (2016 Week #35): Modest acceleration in property sales; Tier 1 led by Shanghai
August 24, 2016 China Property Market Pulse (2016 Week #34): Stabilization in Tier 1 sales; Tier 2/3 continued moderation
August 21, 2016 Channel Checks and Highlights from the Week (2016 Week #33)
August 20, 2016 Property Market Monthly Flip Book (July 2016)
August 20, 2016 Portfolio Manager Monthly Flip Book (July 2016)
August 18, 2016 August Automotive Discount Monitor: Signs of Stabilization in Discount Activity
August 17, 2016 China Property Market Pulse (2016 Week #33): Tier-1 sales first Y/Y positive in 17 weeks; Stabilization across tiers
August 15, 2016 Early 3Q16 Automation Survey: Mixed start to the quarter; Pricing deteriorates; Process outlook up
August 15, 2016 Early 3Q16 Commercial Vehicle Survey: Fleet owner purchase expectations continued to improve; CMI market share new high
August 15, 2016 Early 3Q16 Automotive Survey: Outlook cautious; Lowering to Negative
August 15, 2016 Early 3Q16 Construction & Mining Equipment Survey: Sales and orders moderated; Initial 2017 outlook positive
August 15, 2016 Early 3Q16 Industrial Survey: Choppy, sideway trends to start the quarter
August 11, 2016 China Autos: July Wholesale Sales OEM Breakdown
August 10, 2016 China Property Market Pulse (2016 Week #32): Tier 1 sales stabilizing; Tier 2/3 sales moderation continued