Alternative data from inside China continue to reveal the extent of the impact. — It’s now 8 weeks since the first reported death in Wuhan, Hubei province from Covid-19. When we first started reporting on the economic impact of the Coronavirus 2019 (Covid-19) outbreak back in February it was immediately clear that critical export provinces were showing signs of major disruption. Despite China’s notoriously challenging informational environment, our objective, daily observations on the activity and stability of hundreds of…

How Granular Alternative Data provides Unique Insights on the Developments Inside China — A few days ago, we revealed how our global sampling, measurement and aggregation technology could be used to look behind the veil in China as it grapples with the monumental impact of Coronavirus 2019 (Covid-19). As we noted then, whereas official information and data on the spread of Covid-19 and…

How Alternative Data can provide Informational Advantage during the Covid-19 crisis. — On 10 Jan 2020, the first death from Coronavirus 2019 (Covid-19), was reported in Wuhan, Hubei province, China. Within two weeks, millions of people were locked down in the second largest Economy in the world. Now, the world is preparing for a pandemic. In China, the epicentre of the outbreak…

The recent, nationwide power outages in Venezuela were a stark reminder of how quickly an ongoing political crisis can disrupt a country’s critical infrastructure. These disruptions often lead to output contractions, which in turn can have large adverse effects on a country’s financial markets. …