Analyses are solely the work of the authors and have not been edited or endorsed by GLG.
Retail discounts won't revive our economy
November 9, 2009
Catering to the Recession Mentality | online.wsj.com
The article is about the struggle of retailers to lure consumers to stop worrying about the economy and start spending again. Their bait is aggressive discounting. The question not only is whether it will work but whether other factors will wipe out the best laid discounts.
Rising risks of an asset bubble in China threatened by US stagflation
November 7, 2009
RGE - What Rebalancing of Chinese and American Consumption? | www.rgemonitor.com
China and the US are dealing with their imbalances either by exacerbating the very things that caused them in the first place. China entered the crisis with oneof the highest rates of misallocation of investment in recent times. With its enormous liquidity released for stimulus, China with waning export markets has become a giant Ponzi scheme, with money pouring into asset speculation. US expansionary monetary policies are leading to a stagflationary environment that will pop this bubble.
The Rising Tide of Protectionism worldwide
November 6, 2009
EU requests WTO panel on Chinese export restrictions on raw materials | trade.ec.europa.eu
Both EU and China have to contend with domestic imperatives at a time when the world economy is still not yet out of the doldrums.
Healthcare Reform: Pay if you lose Litigation
November 4, 2009
Chambliss, Graham propose lawsuit reform as part of health care overhaul | www.ajc.com
Are frivolous lawsuits the main driver in skyrocketing healthcare costs?
The Regulation of Online Games in China
October 30, 2009
The Regulation of Online Games in China | www.mmlcgroup.com
The online games industry in China is becoming incredibly profitable, with millions of regular users and an endless thirst for new games and technology. This article looks at the regulations and departments in China that are claiming authority to regulate this space. As expected there is considerable room for improvement, however the regulatory environment is beginning to take shape.
JAL Rehabilitation Requires a Political Decision
October 28, 2009
MARKET SCRAMBLE: JAL Shareholders Get No Respect -- Again | www.nni.nikkei.co.jp
Transport Minister Hon. Seiji Maehara wasted no time stepping between troubled carrier Japan Airlines Corporation and its three main creditor megabanks, but the latest rehabilitation plan may require a major overhaul to address three main issues: personnel, pensions and profitability. A political decision must be made regarding which stakeholder group should enjoy the benefits of a massive injection of public funds.
Understanding the New Ostpolitik
October 27, 2009
The new Ostpolitik | www.ft.com
Germany's Ostpolitik with Russia is rooted in economics as much as in politics. German business sees Russia as a vast field for new exports while it also depends on Russian gas. Politically Germany sees no Russian threat in the East and believes that it promotes Russia's integration into Europe. German leaders believe that Russia depends as much on Germany and Europe as Europe depends on Russia.
How bad will EMEA troubles continue
October 27, 2009
Survey Predicts European Troubles | www.mergersunleashed.com
Sweeping statements about economic expectations can hinder recovery efforts. While some sector is Europe (and the US) continue to show little signs of recovery, many other sectors are improving. If those sectors such as real estate and auto industries were to be removed from the prediction, I wonder what the survey results would show.
Too Few Questions About Public Option Are Being Asked
October 27, 2009
Snowe Rejects Public Option as Senate Democrats Weigh Measure | www.bloomberg.com
There is a nice, warm glow about a "public option" in health care, but what is it? What benefits will it have? How much will it pay providers? Who will actually run it? What is the evidence that any of the goals set for a public plan can actually be met? These and other questions need answers before Congress should be asked to vote on a "public" option. The bottom line is that currently health insurance and health plans are state regulated, private entities. A "public" option is different.
Smarter Trash: How Incentive Programs Can Motivate Participation in Recycling
October 25, 2009
Michigan Households Get RFID-enabled Rewards for Recycling | www.rfidjournal.com
Want to increase recycling and decrease the amount of trash reaching our landfills? Innovative companies are incentivizing recycling through the use of RFID (radio frequency identification) technology to track and reward - individual recycling efforts.
Rising risks of an asset bubble in China threatened by US stagflation
November 7, 2009
Smarter Trash: How Incentive Programs Can Motivate Participation in Recycling
October 25, 2009
New Climate Change Bill Lacks Critical RPS for Renewables
October 7, 2009
China’s Anti-Monopoly Bureau Approves the Pfizer-Wyeth Transaction
September 29, 2009
Intellectual Property Right for Pharmaceutical Company
September 5, 2009