Thematic

Date Report Title
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