| Date |
Report Title |
| 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) |
| 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) |
