There's alpha in the data soup that you don't have the time to wade into. We help investors deal with Chinese non-traditional and unstructured data to find signal in the noise.

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The Economist
The Economist

As China’s debt soars, the market for buying bad loans revs up

Financial Times
Financial Times

Chinese shares to transform emerging market investing

Financial Times
Financial Times

Small regional banks are the weak link in China’s financial system

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China's Worst Banks
China's Worst Banks

The existing market narrative claims that government guarantees and FX reserves can contain a deleveraging in China's banking system. 

We disagree.

What Hiring Activity Says About Firm Valuations in China
What Hiring Activity Says About Firm Valuations in China

How does an obscure factor like hiring practices impact firm valuation? That was the question posed by Deutsche Bank’s quant strategy group in a 2015 whitepaper titled, “Macro and Micro Jobenomics.” The report concluded that online job postings could be used to predict U.S.  macroeconomic statistics and equity market returns. This piqued my interest – I wondered whether a similar process could be used for valuing A-share companies in China.

Novel Data on China's Auto Loans - An Inefficient Market
Novel Data on China's Auto Loans - An Inefficient Market

The continued growth of China’s auto sales has relied increasingly on consumer credit, according to the WSJ; but, granular data is hard to come by. So, we created a process to collect, clean, and structure data from online auto loan offerings. Our findings imply that the auto loan market, like many credit markets in China, runs on two parallel tracks, and is woefully inefficient.

Contact us for the complete auto loan data set.

Data

We provide novel data sets on China’s real estate market and financial system. See how we help macro investors gain an edge in understanding the main drivers of China’s economy.