Signal Intelligence
The 90-Day Blind Spot: What SEC Filings Don't Tell You About China Equities
Most investors tracking China equities through SEC filings are operating with a structural information deficit. The SEC's 90-day filing window for foreign private issuers, combined with PRC restrictions on audit data sharing, means critical regulatory signals — enforcement actions, cybersecurity probes, sector-wide crackdowns — can surface in Chinese state media weeks or months before they appear in any 20-F or 6-K. This article quantifies that gap and explains how alternative data on China equities closes it.