Date |
Report Title |
January 14, 2016 |
China Field Trip Takeaways: No Panic In China |
January 11, 2016 |
SRR 2016 Calendar |
November 9, 2015 |
Cautious Tone at IAS |
October 26, 2015 |
Implications of Recent China Foreign Trade Deals |
September 30, 2015 |
Stimulus Bolsters 2016 Growth Case |
September 18, 2015 |
Walking Around Chengdu Auto Show: Show traffic + recent data points suggest soft patch, not recession; Competition the key risk |
August 20, 2015 |
China August Field Trip Takeaways: Challenging Industrial Automation Trends |
August 12, 2015 |
2Q15 Earnings Comment: China a Source of Downside Surprise |
August 4, 2015 |
China July Field Trip Takeaways: Soft Demand, but Stable; Market Impact Limited |
July 24, 2015 |
TSLA China Update: 2Q15 Registrations -30% Q/Q; Monthly registrations declined for third month in a row |
July 7, 2015 |
Automotive Sector Comment: Haval H6 Sales Decline Red Flag for China SUVs |
June 27, 2015 |
TSLA China Update: 2Q15 Registrations Tracking -30% Q/Q; May registrations -9% m/m, lowest since September 2014 |
June 19, 2015 |
Environmental Sector Set to Take Off; 13th Five-Year Plan a Key Catalyst |
May 27, 2015 |
TSLA China Update: April 2015 Registrations + Channel Check Updates |
May 26, 2015 |
China May Field Trip Takeaways: Price Pressures Intensifying in China |
May 12, 2015 |
TSLA China Update: Step in the Right Direction |
April 27, 2015 |
TSLA China Channel Check: Weak 1Q15 Registrations |
April 22, 2015 |
China-Pakistan Infra Deal Negative for Non-Chinese Construction Equipment OEMs |
April 16, 2015 |
ABACE 2015 Takeaways: Weak China Business Jet Demand |
April 8, 2015 |
Tipping Point: Chinese competitive threat no longer to be dismissed |
March 30, 2015 |
Snap Survey Report: Post CNY demand trends |