On April 25th, 2019, we hosted an alpha workshop on trade data with Tom Diamond, President, and Co-Founder of RS Metrics, to discuss how satellite data can be gauged to monitor global trade.
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.
On May 15th, 2018, Eagle Alpha organized an online meeting attended by twenty-one asset management firms to discuss the topic of testing alternative datasets for quality.
The South Korea real-time export data accurately tracked revenue of construction machinery companies throughout the Q1’12 – Q2’17 period.
Trade nowcasting indicators provide valuable insights into international trade and industrial production.
Traditionally considered a relatively safe investment, recent municipal bankruptcies and defaults have resulted in the restructurings of bond obligations. Losses on the part of bondholders have caused investors to re-assess the risk profile of municipal issuers.
FNGO provides high frequency and comprehensive South Korea export data to institutional investors. We arranged this interview with FNGO CEO Min Kim to understand the possibilities that trade data brings.
Asset managers constantly ask Eagle Alpha for case studies that demonstrate how alternative data can add value to their investment process. In response to this demand Eagle Alpha will regularly publish a compilation of case studies. This document is the first in this series.
Eagle Alpha’s trade data partner employs big data and predictive analytics techniques, and more than 25,000 times series, to forecast trade balance and industrial production statistics.
Trade nowcasting indicators provide valuable insights into international trade and industrial production.
The data provides unparalleled granularity on shipping trends in a very timely fashion. This has demonstrated a strong relationship with multiple economic variables including trade balances and company revenues.
