March notebook: Hi-tech dining + SVB opining
Hear from Neudata's head of research on the top trends in March.
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An alternative data primer for China’s property sector
China’s property market experienced a severe downturn in 2022 with property investment, new starts and land sales seeing historic declines. Among recent government efforts to support the market is a scheme encouraging foreign investment via property-focused private equity funds. In this intelligence piece, we highlight how alternative data can help investors detect risks and opportunities in China’s real estate sector. -
Gaining an edge from corporate site visits in China
In an increasingly virtual business environment, a physical presence can give investors an upper hand. A Chinese study attempts to show how corporate site visits by hedge funds can positively influence their returns. We summarise the analysis from this paper and the potential data sources that could help readers monitor site visits by Chinese fund managers. -
An introduction to ESG compliance
Centered on the idea that regulated buyers have a duty to exercise good judgment and act in the best interest of their investors, ESG data compliance can generally be distilled into two questions: Are funds getting what they paid for from data vendors? And are they properly marketing and disclosing their ESG-related investment methods and strategies to their investors? -
Trending alternative data use cases within the auto industry
The automotive industry is still struggling to meet demand following the significant supply chain issues of the past few years. The imbalance has formed new consumer trends in the space and, in turn, new ways alternative data can be used by investors to monitor the sector. Following conversations with multiple data providers, this report highlights some notable use cases. -
An alternative data guide to competitive intelligence
In this Intelligence report, we provide an overview of the different data types that can be used to gain competitive intelligence. We also highlight some of the relevant providers and competitive intelligence use cases for corporations, PE/VC firms and institutional investors. -
February notebook: Tweets in the blender + a new Similarweb contender
Hear from Neudata's head of research on the top trends in February. -
The Signal: Amazon’s Impressive Performance
Welcome to The Signal, we delve into Amazon’s seasonal performance and how the company continues to influence consumer behaviour – even in an offline environment. -
Monitoring China’s rebound through logistics and transportation data
It’s too early to tell if China’s recent re-opening to the world will drive global economic growth in 2023. However, datasets that track domestic trade movement within the country can give observers an idea of the strength of post-lockdown consumption. In this report, we summarise various Chinese freight and logistics datasets, from free government offerings to courier KPI tracking services. -
Some thoughts on webscraping…
We're departing from our Q&A format to share a few thoughts on the state of webscraping...