Alternative Data News | Neudata

Biodiversity – investment issues and data sources

COP 15, the UN’s biodiversity summit, kicked off last week with a warning from its secretary-general: the degradation of our ecosystem would cost the world $3tn annually by 2030. We share some of our research highlights on the challenges investors face when considering biodiversity in the investment process. We also summarise the data sources that help quantify biodiversity impacts and assign accountability to specific organisations and financial securities.

Intelligence 14 Dec 2022
Applying NLP and AI in Chinese investment research

China’s ambition to become an AI technology leader is widely known. But how far has the application of NLP evolved in the country’s alternative data space? In this intelligence report, we look at popular AI use cases in China, discuss how to assess NLP data vendors, and list three emerging NLP-related services.

Intelligence 7 Dec 2022
The evolution of e-receipt data

Smaller panel sizes and the complexity of working with e-receipt data initially inhibited its adoption. However, recent changes in payments have created a need for the data. The increasing sophistication of e-receipt providers has also made the data more accessible to investors. This intelligence piece considers the advantages and disadvantages of e-receipt data, the current provider landscape and emerging use cases.

Intelligence 30 Nov 2022
4 alternative data trends among Chinese mutual funds

While China’s data security law may be hindering international buyers from accessing data sourced within the country, domestic users remain unaffected. Among them, Chinese mutual funds are increasingly using alternative data to guide their investment strategies. In this report, we use a sample of Chinese mutual funds to discover popular dataset types, how they’re being used and other trends in the space.

Intelligence 23 Nov 2022
Offshoring impact: evaluating ESG in supply chains

Among ruptured gas pipelines and persistent chip shortages, attention can be drawn away from other supply chain issues. This includes ESG risks such as forced labour and human rights abuses, emissions and pollution, and lacklustre transparency and oversight. In this report, we discuss the potential role of alternative ESG data when analysing supply chain issues.

Intelligence 16 Nov 2022
Tracking automotive supply chains

The aftermath of Covid-19 and the war in Ukraine have resulted in shipping delays and a shortage of workers and materials – just a few of many factors impacting the automotive manufacturing industry. In this intelligence piece, we outline alternative datasets that can be used to monitor the health of the automotive supply chain and predict market changes.

Intelligence 9 Nov 2022
ESG data for high-frequency trading

In this report, we summarise the popular ESG datasets for high-frequency trading, based on client traction and clickstream activity on Neudata Scout. We also outline the common issues with integrating ESG data across quantitative strategies and highlight the alternative sources that can help overcome these challenges.

Intelligence 2 Nov 2022
Consumer credit and debit card transaction data – 2022 summary

Transactional datasets remain the most popular category within the alternative data landscape. From major panel disruptions to strategic acquisitions and pricing updates, consumer credit and debit card transaction data has seen much activity throughout 2022. In this report, we provide an overview of the significant developments within the US and UK-EU consumer transaction space.

Intelligence 28 Oct 2022
Discovering East Asian entertainment (Part I): Japan’s VTubers

In June 2022, a Japanese company that manages virtual online influencers went public on the Tokyo Stock Exchange with a 66.1x forward P/E ratio. Such an impressive debut has led many investors to turn their sights to the East Asia entertainment space. In the first of a two-part series focusing on the region, we explore how alternative data can be used to measure the performance of Japan’s VTuber business.

Intelligence 19 Oct 2022
An introduction to Chinese sentiment data

China’s data security law has limited the export of some types of sentiment data since 4Q21. One year after the country introduced the law, we look at its NLP-enabled sentiment data space and examine what options remain for international data buyers.

Intelligence 12 Oct 2022

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