Thematic

Date Report Title
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)
June 10, 2018 Channel Checks and Highlights from the Week (2018 Week #23)
June 3, 2018 Channel Checks and Highlights from the Week (2018 Week #22)
June 1, 2018 SRR June 2018 Calendar
May 27, 2018 Channel Checks and Highlights from the Week (2018 Week #21)
May 20, 2018 Channel Checks and Highlights from the Week (2018 Week #20)
May 16, 2018 Construction & Mining Equipment Sector Comment: Domestic brands see big share gains; CAT market share trend negative
May 13, 2018 Channel Checks and Highlights from the Week (2018 Week #19)
May 11, 2018 Elevator Sector Comment: Incrementally Cautious; Pricing Turning Negative Again
May 7, 2018 Channel Checks and Highlights from the Week (2018 Week #18)
May 1, 2018 SRR May 2018 Calendar
April 30, 2018 TSLA China Update: 1Q18 Registrations Spike; New Quarterly Record; Geographic distribution of sales increased materially