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GLG News by Former C-level Executives in the Consumer Goods & Services Councils in Member Programs

William Sherlock, President and CEO
Mashantucket Pequot Tribal Nation
Analysis of: Sports betting could help keep A.C. ahead of Philly (www.courierpostonline.com)
I have seen many people making observations about Atlantic City and feel that we should look at the facts
William Sherlock, President and CEO
Mashantucket Pequot Tribal Nation
Analysis of: Smoking Ban May Burn Atlantic City Casinos (www.thestreet.com)
Atlantic City is going smoke free (at least partially) and what does that do to their market
William Sherlock, President and CEO
Mashantucket Pequot Tribal Nation
Analysis of: MGM Mirage Bets $160M on South-End Resort (www.globest.com)
MGM evolution, the entire strip is their oyster. Don't be surprised if they end up owning at least half of this resort.
Analysis of: China's state-owned enterprises: Board governance and the Communist Party (www.mckinseyquarterly.com)
McKinsey, to my great disappointment, recently put out this article on the "befuddling" and "invisible" power of the Communist Party branch committees (which are normally resident in large businesses) in China. My response: It is nowhere near as complex as they make it seem, plus I have never seen...
Analysis of: Buying small is beautiful for private equity in China (news.moneycentral.msn.com)
  Carlyle has only themselves to blame for the troubles they have experienced with the widely-reported Xugong Construction Machinery company acquisition. There are a large number of PE firms eagerly eyeing China, and therein lies the source of one big problem: Too many buyers using the exact...
Analysis of: Analyst says Dabao bid would make sense for Avon (www.msnbc.msn.com)
Local media reports and Reuters are saying that Da Bao has placed their assets on a “equity exchange” sales board in Beijing and is looking for bids from others as well.Dabao: Yes, it is a good idea for them.Avon: Avon is already making a big mess in China, and I don’t think this will turn around anytime...
Analysis of: Wal-Mart takes another China step (www.rte.ie)
  Is this acquisition really such a good idea in light of the fact that Walmart is still having trouble with it’s overall strategy in China? The style of Trustmart is very different from Walmart, so this will be a tough integration process. Despite the announcements that claim the stores...
Analysis of: U.S. leads pack in acquiring Chinese companies (www.reliableplant.com)
  The United Kingdom and Singapore are leading the way in establishing a foothold in China’s rapidly expanding economy. With all of the frenzy about Internet and high tech companies, it is nice to see that many investors are wisely choosing to invest in good ol’ industrials and consumer staples…not...
Analysis of: Germany's Beiersdorf co-op with C-Bons in China's personal care market (en.ce.cn)
  Nivea brand owner, Beiersdorf, announced the signing of a letter of intent with C-Bons. The plan appears to be to merge CBONS on-the-ground implementation strengths in China with Nivea’s branding skills. China-ROI predicts success with this combination, but a lot will hinge on the relationship...
William Sherlock, President and CEO
Mashantucket Pequot Tribal Nation
Analysis of: NEW TROPICANA OWNER TRIMMING WORK FORCE (www.reviewjournal.com)
Columbia Sussex has taken over the Aztar properties and, specifically what happens in Vegas and Atlantic City impacts the whole market.

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