How to make reading data less terrible - a beginner's guide to leveraging financial data for decision making

Speaker : Ms. Emily Chan, Solution Specialist, Bloomberg
Date :   17 May 2022 (Tue)
Time : 5:30 - 6:30p.m.
Language :   English
Venue :   Online via zoom


Introduction - How to make reading data less terrible – a beginner's guide to leveraging financial data for decision making

In today’s increasingly volatile and complex economic environment, how can you stay on top of the market and make better decisions? Many people turn to data studies for a solution. But there are many reasons to make using data terrible - poor data quality, lack of structure and data standardisation, all prevent us from making decisions based on data efficiently and effectively.

Join us for a discussion on how better data, news, research and analytics potentially enhance financial market transparency and decision making.

Key takeaway from the seminar

Conventional wisdoms
By comparing different ways of presentation on the Hang Seng Index, Emily highlighted how the way we present data affects the validity of the data. The tools and ways of visualizing data will directly affects the insight we draw from data, therefore, a well-developed tool is necessary when conducting data analysis. Emily introduced Bloomberg’s research and analysis tools as an example, in which it helps users to identify the products that are aligned with investment objectives, and hence assist users to conduct detailed analysis and drive effective and efficient decision making.

Market sentiments
Macro market sentiments is the general prevailing attitude of investors to the anticipated price movements in the market. However, with high volume and time sensitivity and dependence of news and social media stories, it is difficult to extract actionable information with human eyes. Therefore, use of automatic tools is necessary. Through the sharing of how Bloomberg users monitor social media polls on a Bloomberg terminal from influential market participants, or key topics affecting the investment universe, Emily demonstrated how we can extract useful information and systematically quantify market sentiment within a short time, and hence drive efficient decision making.

Trend analysis
Besides reading historical data and live data, prediction from data is also one of the key components when making decision. Emily took interest rate as an example, and demonstrated how AI algorithms, such as Bloomberg’s document search functions, monitor and capture speculation well ahead systematically. By projecting the trend of data, and spotting out possible factors which affect the trend, effective decision making can be achieved.

Way to the Future
With today's increasingly complex environment, it is important not just to have access to the documents, but also to have access to the capability to study the documents systematically. In other words, the key to drive effective and efficient decision making is to gain insights and get context from data, analyze them with the needs of AI, and then collaborate. In this seminar, Emily has shared her view on how data is studied and how our technology may assist in this process. Our technology comes in the form of data, analytics, and community, they never stand alone. All these are integrated into investment workflows to enable real time identification of opportunities. And from all these consistent and quality data, we frame out enterprise solutions.


Learn More About Fintech Seminar Series

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Phone: (852) 3943 8773


Ms. Emily Chan

Solution Specialist, Bloomberg


Emily is a Buyside Solution Specialist and leads the APAC news advocacy strategy in Bloomberg. Emily is a staunch proponent of integrating the academia with industry practice - she is a university part-time lecturer and pioneered the development of finance laboratories in Hong Kong universities.She is an Executive Committee member of a number of professional and industrial organisations. Emily is an Executive Committee Member of the HKUBBA Association, a Member of the Chartered Market Technician Association, an External Professional Advisor for UOW College and a former Committee Member of the FinTech Association of Hong Kong. She routinely speaks in university guest lectures and industry conferences on technology, data and technical analysis. She served in the HKSAR Government as an Assistant Secretary, who is responsible for policy formulation, resource allocation and the promotion of the interests of the HKSAR.

Emily is an avid volunteer and scales the cultivation of financial and technological inclusion and literacy through her networks. She led Government-subvented volunteer organisations and her work on youth development has been featured by the Government for public recognition.




The CUHK FinTech Seminar Series is co-organized by the CEFAR Academy and the Asia-Pacific Institute of Business (APIB). Industry practitioners are invited to campus to share their areas of expertise.  We see the advantage of bringing together the academia and industry experts, providing a platform to carry out fruitful and productive discussions, encourage the exchange of ideas and promote future collaboration opportunities.  CUHK students may also widen their exposure and receive some enlightenment in their career development.

Date Details
19 July 2022 (Tue) Topic: Fintech-Banking Collaboration Using Open API - A Glimpse At Mainland And Hong Kong

Panellists :
Mr. Terry Chan, Senior Manager, Hong Kong Monetary Authority (HKMA)
Mr. Alan Cheung, Senior Director, Applied Science and Technology Research Institute (ASTRI)
Mr. Andrew Lim, Head of IT, Hang Seng China

Prof. Raymond Tsang, Associate Professor of Practice / Career Advisor., Centre for Financial Engineering, CUHK

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17 May 2022 (Tue) Topic: How to make reading data less terrible - a beginner's guide to leveraging financial data for decision making

Speaker : Ms. Emily Chan, Solution Specialist, Bloomberg

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19 April 2022 (Tue) Topic: Future Of Money – How Web3, FinTech And Tokens Are Re-Inventing The World

Speaker : Mr. Peter Dingle, Ecosystem and Partnerships lead, Venture Investment, Asset Management Group Asia, HSBC

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15 March 2022 (Tue) Topic: The Impact Of Technology On The Credit Rating Industry

Speaker : Mr. Dan Chan, Director, Product Specialist Group, Fitch Solutions

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15 February 2022 (Tue) Topic: A Glimpse At FinTech 2025

Speaker : Mr. Nelson Chow, Chief Fintech Officer, Fintech Facilitation Office, Hong Kong Monetary Authority

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18 January 2022 (Tue) Topic: Financial Technology And The Evolving Landscape Of Banking

Speaker : Dr. Rajeev CHIB, Asia Pacific – COO Financial Institutions Sales & Solutions, Citigroup Global Markets Asia Limited

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Contact Us

Mr. Eric Yu

Phone: (852) 3943 8772