Market trends, equity analysis, alternative data methodology, and case studies — from the system that covers the 90-day blind spot between Chinese-language sources and English-language markets.
Muddy Waters published its short report on January 31, 2020. But the signals were already visible in Chinese-language sources months earlier — SAMR filings, executive hiring anomalies, supplier payment pattern shifts, and social media sentiment reversals. We reconstruct the timeline using ACX Signal's 66-signal framework to show what structured monitoring would have caught.
SEC filings have a 90-day lag on Chinese regulatory events. CSRC enforcement actions, VIE restructurings, and auditor rotations are published in Mandarin months before English-language financial media picks them up.
SAMR filings show three consecutive VIE disclosure amendments since March. Cross-referencing with CSRC enforcement patterns reveals a regulatory trajectory.
34 battery management roles posted in one week — 3× the Q1 run rate. HIR signals from Chinese job platforms are a leading indicator of capacity expansion.
66 signals per week, cross-verified, confidence-scored, and held accountable. See the system that turns Chinese-language primary data into actionable intelligence.