November notebook: SEC goes bold + tech earnings unfold
Hear more about October trends in alternative data from Neudata's head of research.
Alternative Data News and Insight
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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. -
Stock predictions using Chinese investors’ online sentiment
We summarise a study examining how the sentiment of Chinese retail investors can be used to predict stock price movement. The study found alternative data from Xueqiu, a Chinese social media platform for retail investors, improved the accuracy of Chinese A-share price predictions. -
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. -
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. -
News-based sentiment for economic forecasting in Japan
We summarise key findings from a research paper that examines using sentiment analysis of news sources as a leading indicator of economic performance in Japan. -
Should vendors be diligenced based on risk?
We think they should... -
Who were the top 10 vendors in the Autumn 2022 AltDating networking programme?
Which vendors fared the best in Neudata's Autumn 2022 AltDating networking programme? -
The Signal: How are recent consumer spending behaviours changing industries?
Welcome to The Signal – a monthly column from Neudata that curates the latest, interesting data vendor research on market trends. Each link below highlights a research study or report released by a data provider, in which it analyses its own data in conjunction with this month's relevant market headlines. -
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.