Mikheil Shengelia

Originally released in August 2024 as part of our premium client content, we’ve just made this in-depth regional report publicly available for the first time. It explores the evolving alternative data ecosystem in Japan and how global investors are increasingly tuning into new signals in the region.

Inside the report:
🔹 Case studies on data from Honda, Fast Retailing, and more
🔹 Insights on Japan’s digitization and data infrastructure challenges
🔹 Growth drivers behind the local alt data market and the role of JADAA
🔹 Detailed vendor profiles and dataset applications

In this report, we discuss India’s strong economic growth, supported by infrastructure projects, higher incomes, and important policy changes. We also look at how the financial system is changing, including the stock market, private investments, and growing interest from hedge funds. The fast-growing fintech industry and the rise of alternative data are also covered. Finally, real-world case studies featuring various alternative data vendors are showcased, followed by comprehensive vendor comparison matrices to aid in evaluation and decision-making.

Short interest data serves as a critical indicator of market sentiment, with high short interest suggesting bearish outlooks and low short interest indicating bullish perspectives. Utilizing strategies that leverage this information, such as going long on low short-interest stocks and short on high short-interest stocks, can potentially enhance portfolio performance. However, managers must be cautious of crowded trades and the potential for short squeezes, which can lead to rapid price increases.