We summarise a paper focusing on Sudan’s civil war that highlights how alternative data can provide a better understanding of conflict activity and its impact on investments.

Does the announcement of investor conferences in Taiwan’s semiconductor sector positively influence stock prices? We look at a local study that considers the data.

Technology-focused expansion is the primary driver of M&A activity among startups, according to a study identifying patterns behind deal-making.

We explore how synthetic data is being used to mitigate data privacy risks and meet the need for ever more training data. We also look at some of its pitfalls.

In this paper, the authors use machine learning and order book data to show how ultra-low latency strategies produce returns.

We look at a paper demonstrating that Chinese macroeconomic uncertainty is the best measure for predicting returns and volatility in the commodity market.

Retail traders have been losing $350k a day on 0DTE options since the Cboe introduced daily expiry in 2022. We look at the study behind this finding and explore datasets that can identify retail trading activity.

Investors are increasingly interested in Japan’s macro environment, according to vendors at the Japan Alternative Data Expo 2024. This report reviews the first study using data from a Japanese greenhouse gas monitoring satellite to forecast GDP.

Social media was widely criticised for its role in the collapse of Silicon Valley bank in 2023. In this review, we summarise a paper that quantifies the role social media played in the turbulence faced by US regional banks.

Alternative data that analyses tech stacks can be a useful way to benchmark companies, especially in sectors at risk of disruption. Below, we summarise a paper that uses banks’ technographic profiles as an indicator for loan concentration and market share during Covid-19.