September notebook: Summer splendours + amenable vendors
Hear from Neudata's head of research on the top trends in September.
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Gauging Japan’s labour market using job listings and salary data
As the risk of stagflation in Japan has risen, some funds have shown interest in estimating the results of Shunto – the wage negotiations between corporations and unions that take place every March. Several data vendors are preparing to offer products that capture significant changes to inflation and wages. This report reviews studies that use corporate financial, governmental and job listings data to monitor the Japanese labour market. -
Why’s everyone talking about web-scraping again?
From a legal and compliance perspective, it’s been a busy summer for web-scraping... -
Revisiting Chinese ecommerce data vendors in 2023
The recent closure of Pacific Epoch lends a timely opportunity to review the Chinese ecommerce data landscape since our last summary three years ago. In this report, we focus on the symbiotic relationship between China’s ecommerce giants and the l... -
Forecasting employee turnover with alternative data
Mass layoffs in some industries and labour shortages across others have left global labour markets in a state of paradox. In light of these trends, we summarise the alternative datasets that can help track employee churn. We also highlight studies that link workforce turnover with financial performance, outline the common challenges with using these datasets, and suggest several solutions to help investors overcome such issues. -
Forecasting stock returns using ChatGPT
The full scope of ChatGPT’s application within the financial industry has yet to be realised. In this literature review, we review a 2023 paper assessing ChatGPT against other GPT models and other sentiment providers. This paper focuses on ChatGPT’s ability to predict stock returns using sentiment analysis. -
The Signal: The rapid rise and fall of Threads
Our August edition examines how Meta’s Twitter-challenging social media platform Threads performed in its first month. -
August notebook: UK pubs + celebrity snubs
Hear from Neudata's head of research on the top trends in August. -
Alternative data for airlines revisited
With pandemic restrictions lifted around the world, the state (and potential revival) of the airline industry has piqued investor interest. And things haven't been quiet on the alternative airline data side either. In this report, we navigate vendor mergers, discontinuations, market leaders and upcoming competitors offering timely, granular and varied insights on a sector familiar with turbulence. -
US consumer transaction mega panels: clash of the titans
Consumer transaction data remains one of the most popular dataset types, and investment management appetite for keeping abreast of developments, disruptions and discontinuations in this space remains strong. Recently, we’ve seen three main players all increase their panel size to near 100m US credit and debit cards. In this report, we evaluate the facts, rumours and feedback to give Neudata’s view on these mega panels.