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.

This annual alternative data report includes granular industry trends, data sourcing, leading case studies, and technical product updates.

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.

This report was created in collaboration with an alternative data provider, Clootrack. Clootrack specializes in harnessing and interpreting complex data sets to provide actionable insights into consumer behavior and employee sentiment. By partnering with Clootrack, this white paper utilizes cutting-edge analysis techniques to explore how nuanced understandings of employee and customer experiences can inform better investment decisions.

This report summarizes the key takeaways from our London alternative data conference on May 16th, 2024. The event’s agenda featured a range of sessions on the latest developments and applications in alternative data such as insights into building database technology, and the impact of alternative data on central banks. In addition, the event covered the use of AI and machine learning in consumer transaction data, methods for addressing blind spots in data discovery, and the regulatory considerations for AI and data compliance in Europe. Download our report to review the panel key points.

Explore alternative data for nowcasting with real-time data for current economic insights. Learn how central banks and businesses use alternative data to track retail performance during COVID-19. Highlights include high-frequency data applications, conference insights, and integration into macro models. This report covers academic research, trends, and top alternative data vendors.

This report on alternative data for energy investing examines the use of alternative data in the energy sector, providing insights beyond traditional market data. By incorporating unique data types like satellite imagery and economic trade information, investors can avoid common biases and gain a more accurate historical view of the market.

This white paper explores the significance and application of Point-in-Time (PIT) data, which captures information at a specific moment, providing a snapshot of data distinct from time-series data. PIT data, critical for eliminating biases such as look-ahead and look-behind biases, is crucial for systematic firms to avoid “survivorship bias” by reflecting the true historical landscape without alterations caused by company changes or corrections.

This white paper delves into the profound shifts within the tech sector brought on by the COVID-19 pandemic, spotlighting the accelerated adoption of remote work practices and the heightened demand for various technological products and services. In detailing the tech industry’s journey towards recovery in 2023, the paper underscores the sector’s resilience and its capacity to adapt, fueled by a resurgent interest in AI alongside progress in other technological domains. Data-driven insights emerge as crucial tools for comprehending the fluid market landscape.

This white paper explores the impact of alternative data sources on the healthcare industry, emphasizing their role in enhancing investment decisions in healthcare startups, therapies, and market trends. It delves into patient-generated data, wearables, mobile health apps, social media discussions, and electronic health records (EHRs) as key non-traditional data sources. The report segments healthcare data into four primary categories: R&D and clinical trials, claims data, medical devices data, and other relevant datasets, underscoring the transformative role of AI in healthcare processes. The paper includes sections on investment trends in pharma and biomed, data availability and its applications, the evolution of the pharma industry through AI, real-world case studies demonstrating successful data utilization, and compliance considerations for investors. This summary offers a glimpse into the comprehensive insights provided in the full report by Eagle Alpha, which further includes additional case studies and details on alternative data providers not covered here. For more detailed information and access to a broad catalog of data products, the report encourages contacting Eagle Alpha directly.