#SupplyChain
A follow up on media tone
Using SEC company filings to track corporate concern over China-Taiwan-US tensions
Trying to make sense of things
Two interesting data sets this week: (1) GDELT for media tone, and (2) SEC filings for company China exposures.
2
Trying to make sense of things
We build on the LGFV Fragility Index from the last post to construct an aggregated national index. We make some interesting inferences & adjust it using…
Using macro data we build a Fragility Index for 33 cities in China to be used as a backdrop proxy for Local Government Financing Vehicle (LGFV…
See all