Accounting & Financial Analysis News by GLG Council Members

Carbon emissions  and  eco friendliness  are  creating  awareness, opportunities  and  costs for  companies.  The  referred  article  says  that  the  value  of  carbon  credits  traded  in  2007  at  US$ 60 bn  was  nearly  double  the  US $ 33 bn  traded ...

1.  Unsold Inventory will increase in 2008. 2.  Gross margins will seem to be inflated but this should  be analyzed closely as this could be skewed by previous impairments. 3.  Well-managed companies will survive this bear market and shine in the long run.

The growing importance of  the  Indian bourses in the  emerging  markets and  the  manner  in which capital is  getting  attracted to India  from the  United  States  and  also  the  amount of  M&A  activity taking place between  the  companies in the  two countries is giving rise  to ...

1.  Radio revenues in 2007 have been slowly declining and took a big drop in Nov. 2.  Even with the advent of HD radios, the revenues from advertising on radios are down. 3.  Consumer adoption of Radio has been slow. 4.  Deals like the one that Ford announced are good for the future of radio.

What will happen in 2008 for the homebuilding industry? Will cash be generated? Will there be failures? Will there be profits?

Not too long ago AMRO purchased one of Detroit's leading regional banks. The news of an Australian bank buying an American institution wasn't as rattling to me as it might be if I had learned that an Asia-based entity had made the purchase. News that China's central bank is purchasing Australian banks casts a new light on how future purchases may be made and whether there is reason for greater concern. Will...

1.  The LNG capacity has grown tremendously in the last few years and this growth will grow unabated. 2.  Most of this growth has come from the Middle East but Asia and Europe are not that far behind.

1.  Major downturns for the retail industry. 2.  The inconsistent consumer is the heart of these turning points.

The subprime crisis has  given rise to accounting conundrums in the light of  valuation of subprime assets. The relevance of delta, delta hedging and gamma  are  all  under question especially in relation to the manner in which the value of various financial instruments have been calculated. In this analysis I look at  the relevance of  the  Volatility index...

The debut  of  the  Nano  from the Tata Motors stable has deep ramifications for the auto industry in all spheres. It  will  impact  carbon emissions, carbon trading, cost  of  automobiles, the manner  in which  automobile costing is calculated and also impact the bottomline of automobile companies worldwide. In this analysis I take a look at...