Last year, we observed that the POS alternative data market lacks products with a consolidated market view across diverse channels and product types. We predicted that a wave of mergers would arise to offer solution to this structural shortcoming. A year later, we can confidently state our prediction on increased merger activity was accurate. That said, the market today remains far from mature. In this report, we summarise the activity we’ve observed in the POS data landscape across 2023.

Korean ecommerce platforms have experienced a surge in business during the past three years as consumers have shifted online. In this report, we explore alternative datasets that help to understand Korea's ecommerce industry, as well as the shifts in the country’s overall retail landscape.

We return to an alternative data sector that consistently interests our readers – healthcare. In this report, we pull together all the healthcare resources on our platform to revisit key vendors, highlight common use cases and introduce new vendors, while also re-examining the sector from a compliance perspective.

In 2019, Forbes said the race to deploy 5G reflected a geopolitical rivalry that would determine political and economic fortunes for decades. Amid rising tensions between the US and China, Donald Trump declared “the race to 5G is a race that America must win”. Fast-forwarding to today, we outline the real 5G timeline, reasons for the slow rollout and alternative datasets that investors can use to monitor the space.

Conflict in Ukraine, increased attention around the climate crisis, and China’s recent lead in EV production have fuelled concerns around global energy security and the green transition. In the US, the Biden administration has demonstrated its commitment through the Inflation Reduction Act, allocating $369bn to energy security and climate change. As the energy transition accelerates, we summarise the alternative data marketplace across renewables. 

China’s automobile exports surpassed Japan's for the first time in 1H23, making it the largest car exporter in the period. Electric vehicles, accounting for around a third, were the main driver of growth. Considering China produces 60% of the world’s motive batteries used to power EVs and interest we receive at Neudata on this topic, this report highlights datasets to help monitor China’s lithium-ion battery supply chain.

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.