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In consumer equities, waiting for earnings calls means missing the move. Leading investment teams leverage timely data on EM demand – spotting margin compression, pricing resilience and other trends before they’re priced in by the market.
CEIC’s high-frequency, locally sourced datasets across China, India, Brazil, and Indonesia anticipate the consumption dynamics reshaping global investments.
Why top investors choose CEIC:
- Get ahead of inflection points
Track granular consumption trends across retail categories such as electronics, apparel, home goods and personal care using 20,000+ high-frequency time series. Daily merchant sales data from 60,000+ sources reveal subnational momentum shifts weeks ahead of official data or earnings commentary.
- Stress-test margins across categories and markets
Monitor timely changes in key input costs – from packaging and edible oils to freight and logistics. Track inventory swings and supply-chain disruptions to forecast margin compression (or recovery) before it’s priced in.
- Position early on structural consumption trends
Identify consumption trends with global e-commerce data. Leverage CEIC’s employment, income, and mobility datasets to see where growth is accelerating and which product categories are gaining durable share.
- Turn macro noise into category-level conviction
Link top-down macro shifts in credit cycles, CPI, employment, and sentiment to bottom-up demand across consumer sectors. CEIC connects macro volatility to tradable signals for equity fundamental and quantitative strategies.
- Anticipate supply chain shifts
From reshoring and trade pivots to ESG pressures and working capital risks, CEIC shows how global sourcing shifts are impacting consumer goods. Move early on cost-base changes that will surface later in earnings guidance.