Eagle Alpha

China’s evolving data regulations are reshaping the playing field for businesses—and creating both risks and opportunities for investors. Our latest guest article written by Mikheil Shengelia for Integrity Research Associates unpacks the key changes and their global implications.   💡 Highlights from the article: ➡️ Cross-Border Data Transfers: New standards impact sectors like tech, finance, and manufacturing with stricter compliance requirements. ➡️ Market Impacts: Regulatory pressures slashed over $1 trillion in Big Tech value—how will eased restrictions and new rules affect the rebound? ➡️ Strategic Considerations: Aligning with China’s security-driven approach while navigating the challenges of global data flow.   📖 Take a look at the full article to stay ahead in navigating these regulatory shifts: https://lnkd.in/eQcVSgjy #DataSecurity #ChinaRegulations #BigTech #Compliance #AlternativeData

Happy Thanksgiving to all our valued customers and colleagues! Wishing you a wonderful day filled with gratitude, good food, and great company. 🦃🍂

Our team had a lovely evening at last night’s inaugural Low Key Data Happy Hour in Dublin! 🌟 It was great to connect with so many in the local data community and share insights in a relaxed setting. A huge thank-you to Jason DeRise, CFA for bringing everyone together, to the Eagle Alpha team members for their support in organising and to the Dublin data community for joining us and making it such an enjoyable evening. Here’s to more chances to connect and strengthen our data ecosystem!   #DataCommunity #Networking #EagleAlpha #DataEvents

🙌  We’d like to thank our panelists Kammi Dai (DataBurning), Mathieu Grac (Global Blue), and Max Ma mobile (Aurora Mobile) for sharing insights on consumer trends in China and their impact on luxury brands during Tuesday's webinar with Brendan Furlong.   Key Takeaways from our November 19th webinar 💡 E-commerce Dominance: The extended 11.11 shopping festival fueled an 11% GMV surge, with Douyin emerging as a key player. Luxury brands are increasingly leveraging digital channels to reach Chinese consumers. 💡 Resurgent Luxury Spending: Chinese travelers are returning to overseas shopping, driven by favorable exchange rates. Japan is seeing very strong trends in Chinese travel and spending compared to Europe. 💡 Evolving Consumer Preferences: Government policies have encouraged and stimulated spending in certain areas of the economy, particularly on meaningful purchases for the home and appliance segment. Want to learn more about how data is reshaping market perspectives? Stay tuned for upcoming events!   #WebinarRecap #LuxuryMarket #China #InvestmentInsights #AlternativeData #ThankYou

We’re looking forward to Dublin’s inaugural Low-Key Data Happy Hour on November 21st from 5:30-7:00 PM at Urban Brewing! This informal, no-sponsor event is a great opportunity to connect with others in the data community, share insights, and enjoy some downtime. A big thank-you to Jason DeRise, CFA for bringing this to life and to the Eagle Alpha team members who’ve helped with the planning - Michael Finnegan, Ciaran Ryan, Brendan Furlong, Shane O’Neill & Conor Taggart. Based in Dublin and want to join us? Sign up via the Google Form linked below. We can’t wait to see you there for an evening of meaningful conversations! 🔗 Sign up here: https://lnkd.in/eYkyyGsC #DataCommunity #Networking #DataEvents #Dublin

🔍 #Didyouknow? India’s economy is projected to grow 7% in 2024, making it the world’s fastest-growing major economy (IMF). 🚀 This growth is driving a surge in demand for alternative data, as investors seek new ways to gain insights in one of the world’s most dynamic markets. From satellite imagery to mobile data, alternative sources are reshaping investment strategies in India. In our latest article for Integrity Research Associates, we explore why India is becoming a hotbed for data-driven investing. 📖 Get the full story and insights here: https://lnkd.in/eShsMszc #Investment #AlternativeData #India #FinancialData #EmergingMarkets #DataDrivenInvesting #FinTech #IntegrityResearch Mikheil Shengelia SnapBizz Cloudtech Pvt Ltd Bobble AI

Hello Dublin Investment Data Network! Announcing a Low Key Investment Data Happy Hour on 21 November in Dublin! 🍻 I'm going to be in Ireland meeting with our amazing Liberty IT team the week of November 18th–22nd. As part of the week's event, I'm organizing a Low-Key Investment Data Happy Hour in Dublin on 21 November. My friends at Eagle Alpha have helped me with the organization of the event. 🍻 What is a low-key investment data happy hour? 🍻 It's a meetup with the sole goal of networking and building a local investment data community in Dublin. There is no agenda, no sales pitches. Just good conversations. We've organized the location. Everyone pays for their own drinks. 📜 Use the link to a Google Form as the signup sheet to get on the attendance list. Once you are on the list, we'll send the calendar invite for the event. If you have questions, feel free to reach out to me or Sarah Morrissey. Looking forward to seeing you there! #Meetup #LowKeyHappyHour #Data #Investing #Dublin Simon Cowan Michael Dorrian Michael Finnegan Ciaran Ryan https://lnkd.in/eRb2jVN8

📚 Are you capitalizing on short interest and flow data? Our recent white paper can help! Using market case studies, this valuable resource will help you to: 📌 Gain a comprehensive view of investor behavior and identify alpha-generating opportunities. 📌 Proactively manage risk by understanding potential downside movements. 📌 Optimize portfolio construction with insights into sector rotations and capital allocation trends. Download now & enhance your investment decision-making: 👉🏻 https://lnkd.in/eVc995CY #alternativedata #dataintelligence #shortinterest #flowdata

Fresh from our successful conference during #DataWeekNYC earlier in October, we're excited to share the key takeaways and insights from this groundbreaking event.   Missed the event? Dive into our blog post for a comprehensive recap: https://lnkd.in/e-VHwDC6   Our expert speakers and panellists explored a wide range of topics, including:   - The transformative power of AI: How AI is reshaping the investment landscape. - Uncovering hidden value: Leveraging alternative data to gain a competitive edge. - Navigating the regulatory landscape: Ensuring ethical and compliant use of AI and data. - Real-world applications: Practical examples of how alternative data is driving investment decisions.   #AlternativeData #Conference #UNBOUND #EagleAlpha

#ICYMI- Thank you to Jessica Margolies, Malik Rollins and Sergio Pagliery of Schulte Roth & Zabel LLP for joining us on this month’s legal and compliance workshop focused on vendor due diligence and contracting best practices. Here are some key takeaways: - Tailored Policies: Effective alternative data policies should reflect a firm's specific risk profile. Inconsistencies between policy and practice during SEC examinations could lead to compliance deficiencies. - Onboarding Diligence: This process should include a deep dive into the vendor's compliance practices, data origin, and collection methods. Firms should focus on establishing a clear "chain of consent" by tracing the data lineage and confirming the vendor's legal rights to use the data. - Contracting: Key considerations include tailored licensing terms, compliance representations, confidentiality provisions, and flexibility to adapt to changing regulations, alongside the necessity for whistleblower protections and liability limitations. - Training: Collaboration between compliance and data teams is key to enhance alternative data programs, enabling data professionals to proactively identify compliance risks. #alternativedata #compliance #webinar #legalline