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GLG News by Building Materials Industry Experts

James Gould, President

James GouldPresidentThe Floor Covering Institute What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

China’s Economy and Construction Boom Creates Huge Floor Covering Potential

November 6, 2009

World Bank Raises Forecast for China's Economy | www.nytimes.com

A new, 40 billion square meter floor covering market is expected to emerge in China between now and 2025. The urbanization of China continues and is expected to increase its cities’ population by another 350 million people, creating demand for as many as five million new buildings. Every square meter of new construction will require floor covering. Ultimately China may be the world's largest floor covering market; Mohawk Industries, Shaw, Armstrong World Industries and Tarkett should take heed.

Jeremy Waller, Principal

Jeremy WallerPrincipalJeremy Waller What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Quality from low cost countries - review of implications of recovery

October 27, 2009

Toy Recall Shows Challenge China Poses to Partners | online.wsj.com

Quality has been the greatest challenge to buyers in China since the process began its stellar growth in the 80's. The consumer now 'reads the carton' and is better informed than ever before. There is mistrust of imports from developing countries, exacerbated by recalls such as experienced by Mattel, which attract disproportionate attention, in terms of levels of global trade. Buyers need to have extra vigilance as volumes start to recover and cost cutting measures that may have been implemented.

James Gould, President

James GouldPresidentThe Floor Covering Institute What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Chinese Log Shortage

August 13, 2009

China facing the brunt of a pending log supply shortage | www.theotherrussia.org

Having stripped its own country of a considerable amount of its natural forests, China has run into roadblocks to the continued growth of their importing needs. Surprisingly, the slowdown in the world economy has had little impact on the growing global demand for China to continue supplying finished products. Chinese exports are down considerably but demand is still very strong leading to the shortage. It is real and will become much worse as the economy improves.

Mel Budd, Managing Director

Mel BuddManaging DirectorLeading Edge Management Consultancy What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Forecast for Construction in GB - Output Down by 20% to 2011

July 30, 2009

GB Construction Forecast 2009 -13 | www.lead-edge.co.uk

The GB construction industry forecast recently issued by Leading Edge predicts a fall in total construction industry output of 15.0% in 2009, compared to 2008, giving a figure of £93.3bn (at 2005 prices). The following two years, 2010-2011, are forecast to see a further combined fall of 5.2% in total construction output before returning to growth in 2012. However, there are marked differences in the relative performance of individual sectors over the next four years.

Allan Durning, Executive Chairman

Allan DurningExecutive ChairmanNational Buying Group What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

uk building materials outlook

July 30, 2009

uk building materials outlook through to 2013 | www.apdltd.biz

Despite the recent comments about recovery and "green shoots" the evidence would still indicate that we have some distance to travel before the building material industry returns to the levels of volumes enjoyed in the period circa 2004-2007 pre the market crash.Strong performance in the RMI  and Infrastructure markets will help offset weak demand in the other sectors.

Joel Adams, Logistics Manager

Joel AdamsLogistics ManagerHOLCIM (US), INC What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Beware the Zombies!

July 27, 2009

Consultant: Overcapacity hurts trucking - eTrucker | www.etrucker.com

As the market value of trucking equipment continues to fall, lenders are loth to repossess, thus many trucking companies are turned into Zombies.

Gary Barker, Partner/Owner

Gary BarkerPartner/OwnerEYE ASSOCIATES OF WINTER PARK What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Welcome addition to our armament, but overuse potential?

July 14, 2009

Bausch and Lomb (BOL) Receives FDA Approval of Besivance(TM), New Topical Ophthalmic Antibacterial for the Treatment of Bacterial Conjunctivitis ('Pink Eye') | www.lifescience-online.com

Potential for overuse and more drug-resistant bacteria

Jeremy Waller, Principal

Jeremy WallerPrincipalJeremy Waller What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

UAE vs China as a furniture market - factors differentiating the two and outlook for both

June 29, 2009

Furniture - Dubai market has large export appeal | bit.ly

The UAE and China present furniture manufacturers with different opportunities. Furniture products themselves need to be segmented as they require quite different sales channels and marketing to penetrate these sectors.

James Gould, President

James GouldPresidentThe Floor Covering Institute What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

The Free Market is a Beautiful Thing

June 1, 2009

China facing the brunt of a pending log supply shortage | www.theotherrussia.org

Government controlled economies will prove themselves to have little or no control of the global market; their attempts will backfire. An Open Global Market will always find the best sources of supply regardless of governmental interference.

James Gould, President

James GouldPresidentThe Floor Covering Institute What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Light at the End of the Tunnel?

May 12, 2009

SAP CEO Sees Signs of Economic Recovery | www.forbes.com

Everyone is anxious to see the first signs of an economic recovery.  Recent numbers have given fuel to the most optimistic that we have reached bottom and are coming out of this recession.  A closer look at the data reveals that the recovery still has a number of major obstacles to clear before we can move forward.

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