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.
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…
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