In this case study, Eagle Alpha investigates China datasets and explores the insights that have been found.
The purpose of this report is to provide asset managers with examples of how alternative data can be leveraged in investment research. This report is the fifth in a series of reports published by Eagle Alpha.
The vendor’s analytics indicate that the Reserve Bank of Australia’s outlook on the Australian economy has become more dovish in conjunction with the escalation of international trade tensions, even as other economic data has remained solid.
This vendor provides data and quantitative trading strategies based on emotions in web text data. The company aggregates articles and messages (social media, social trading, blogs, forums, news) in 8 languages.
In March 2018 Eagle Alpha highlighted lack of consumer interest in the launch of Samsung’s flagship Galaxy S9 handset using data from its Web Queries tool and Google Trends.
Both Long and Short legs of the Long/Short strategy created using sentiment data from this provider contributed to the global outperformance of the portfolio.
Eagle Alpha Web Queries is a query based tool that enables clients to obtain analytics on over 90 million web sources including: blogs, image and video sites, forums, review sites, social media and news sites. It is especially useful when analyzing consumer reactions to new releases.
Eagle Alpha Web Queries is a query based tool that enables our research analysts and clients to search multiple web sources e.g. review sites, blogs, forums, videos and Facebook.
In its recent Global Equity Outlook, BlackRock outlined its position on the attractiveness of China’s equities: “Making money in Chinese stocks requires dropping one’s preconceptions, paying close attention to policy priorities and using new data sources to generate ideas.
NN Investment Partners, asset management division of NN Group N.V. with AUM of approximately $224 billion as of September 2016, pointed out the gains it achieved by using online news and sentiment analysis in its investment process.
There has been an increasing momentum on the topic of alternative data. The Economist, Fast Company, HFM Week (attached) and Wall Street Journal have all recently published articles with an industry overview. Below are interesting datasets that were mentioned.
On the 13th of October 2015, we published a research note on U.S. auto lenders highlighting customer service issues. Santander Consumer (SC) had the worst consumer complaint and review profile, followed by Ally Financial (ALLY). The two companies had:
