Thematic

Date Report Title
March 25, 2019 Channel Checks and Highlights from the Week (2019 Week #12)
March 18, 2019 Channel Checks and Highlights from the Week (2019 Week #11)
March 11, 2019 Channel Checks and Highlights from the Week (2019 Week #10)
March 1, 2019 SRR March 2019 Calendar
February 25, 2019 Channel Checks and Highlights from the Week (2019 Week #8)
February 25, 2019 China Field Trip Takeaways: Visibility Into Peak Season Limited; Property Tightening Cycle Likely Over; Upside bias to Elevator orders; Reiterate Positive Autos and Cautious Machinery views
February 18, 2019 Channel Checks and Highlights from the Week (2019 Week #7)
February 4, 2019 Channel Checks and Highlights from the Week (2019 Week #5)
February 1, 2019 SRR February 2019 Calendar
January 28, 2019 Channel Checks and Highlights from the Week (2019 Week #4)
January 21, 2019 Channel Checks and Highlights from the Week (2019 Week #3)
January 13, 2019 Channel Checks and Highlights from the Week (2019 Week #2)
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)
December 29, 2018 2019 Calendar of Events
December 24, 2018 Channel Checks and Highlights from the Week (2018 Week #51)
December 14, 2018 Purchase Tax Cut Not Only Option to Boost Demand; Digging Deeper into Reported Tax Deductions from 2019
December 10, 2018 Channel Checks and Highlights from the Week (2018 Week #49)
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 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 18, 2018 Channel Checks and Highlights from the Week (2018 Week #46)
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 11, 2018 Channel Checks and Highlights from the Week (2018 Week #45)
November 1, 2018 SRR November 2018 Calendar
October 28, 2018 Channel Checks and Highlights from the Week (2018 Week #43)
October 21, 2018 Channel Checks and Highlights from the Week (2018 Week #42)
October 15, 2018 Channel Checks and Highlights from the Week (2018 Week #41)
October 8, 2018 Channel Checks and Highlights from the Week (2018 Week #40)
September 29, 2018 SRR October 2018 Calendar
September 25, 2018 China Update From the Ground: Automation Show; Construction and Auto Checks
September 23, 2018 Channel Checks and Highlights from the Week (2018 Week #38)
September 17, 2018 Channel Checks and Highlights from the Week (2018 Week #37)
September 10, 2018 Channel Checks and Highlights from the Week (2018 Week #36)
September 1, 2018 SRR September 2018 Calendar
August 26, 2018 Channel Checks and Highlights from the Week (2018 Week #34)
August 20, 2018 Channel Checks and Highlights from the Week (2018 Week #33)
August 12, 2018 Channel Checks and Highlights from the Week (2018 Week #32)
August 5, 2018 Channel Checks and Highlights from the Week (2018 Week #31)
July 31, 2018 SRR August 2018 Calendar
July 30, 2018 Channel Checks and Highlights from the Week (2018 Week #30)
July 22, 2018 Channel Checks and Highlights from the Week (2018 Week #29)
July 17, 2018 China July Field Trip Takeaways: Latest Property and Elevator Checks Mixed; Takeaways from Tier 2 City Property Tours
July 8, 2018 Channel Checks and Highlights from the Week (2018 Week #27)
July 1, 2018 Channel Checks and Highlights from the Week (2018 Week #26)
June 30, 2018 SRR July 2018 Calendar
June 27, 2018 China June Field Trip Takeaways: Industrial China is Slowing; Trade War Uncertainty Starting to Weigh on the Margin; Reiterate Peak China Optimism Thesis
June 17, 2018 Channel Checks and Highlights from the Week (2018 Week #24)