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...

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.

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.

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.

With the Nikkei 225 recently reaching an all-time high, investor attention has returned to Japan. This may well bolster the country’s alternative data industry, which is showing similarly positive signs of growth. Following a recent Neudata visit to Tokyo, we analyse the evolution of Japanese alternative data with a particular focus on how digital payments are impacting transactional data collection.

Nearly two years since we last analysed the clickstream data ecosystem, we return to discuss this alternative data landscape. We consider the effects of past disruptions, the current market leader and emergent competitors, and the evolving utility of clickstream and web traffic data.

Recent changes in the social media space have impacted some alternative data vendors – with possible implications for clients. In this intelligence piece, we analyse the results of our recent survey carried out among providers of social media data. We specifically assess the fallout of API changes at Twitter and Reddit, and how this potentially hinders the free flow of social media data.

From pandemic restrictions to conflicts between countries, geopolitical developments can have a huge impact on global and local economies. In this report, we highlight alternative datasets to help assess risk for a country’s economy, financial stability and international trade.

ESG sentiment identifies the public perception of companies on material ESG issues and can provide early warnings of potential controversies. These alternative datasets can also help overcome some of the challenges of slow-moving ‘traditional’ ESG data, by offering more timely insights into a company’s sustainability performance and momentum. With significant product developments in the ESG sentiment data space, this report outlines key players in the market and some of the new use cases being developed.

Quantitative funds have been a driving force in alternative data adoption. But the range of appropriate datasets can be limited due to the specific characteristics required. In this intelligence piece, we consider which datasets are most popular among quant funds and why.