September 12, 2008
Financial Crisis
Analysis of:
Wall Street's Fears on Lehman Bros Batter Markets | www.nytimes.comAuthor: GLG Expert Contributor1) The financial crisis is not over, as we have just seen the first year of consolidation2) Lehman was in trouble even before the message emerged3) Lvel three assets are the pain to come. Regulators and self regulatory authorities have to come up with an independent third party pricing evaluating r...
September 12, 2008
Only Deutsche could have really interest in Postbank
Analysis of:
Santander Said to Revive Talks on Postbank Purchase | www.bloomberg.comAuthor: GLG Expert Contributor1) Germany is a fractionized market when it comes to retail banking2) Santander will have no added value with Postbank, as it will be still insignificant by market share after Postbank merger.3) Deutsche is climbing-up retail market share to smooth its volatile investment banking...
September 12, 2008
CDO cycle
Analysis of:
CDO Performance Outlook Cut on Increased Defaults, Moody's Says | www.bloomberg.comAuthor: GLG Expert ContributorInvestors have to rebalance protfoliosEvaluating and monitoring risk and manager performance is crucialevery CDO will run through credit cycle
January 21, 2008
Financial stimulus by tax reduction and lower interest rates could survive growth
Analysis of:
Bernanke Says Fiscal Stimulus Could Revive Expansion | www.bloomberg.comAuthor: GLG Expert ContributorThe turbulence in financial markets could be counter balanced by introducing new tax reductions and lower interest rates in USA and EU, leading to lower gold prices and more security for new investors. The Globalisation and financial measures should go hand in hand in order to balance the jumps in oil...
January 8, 2008
The importance of Islamic Banking
Analysis of:
2008 to see Islamic banking to rise by 20% | www.bankingtimes.co.ukAuthor: GLG Expert ContributorIslamic Banking is proposing more competition and solidarity with low income groups and their huge sum of savings and expenditures. Since interest rate mechanism is forbidden in Islam and Koran, The 1,5 Billion Moslems in the World could control huge amounts of credits and savings assuming...
December 7, 2007
Real BI will always be a "pure play"
Analysis of:
Pure-play BI vendors strike back | weblog.infoworld.comAuthor: GLG Expert ContributorThe point about BI is to enable companies to extract "intelligence" from various available data pools and information sources. In order to achieve that, a BI application must be able to seamlessly tap into multiple (internal and external) data repositories and perform analysis independently...
September 24, 2007
Not what one may expect....
Analysis of:
Microsoft's Big European Defeat: What Now? | www.businessweek.comAuthor: GLG Expert ContributorThe biggest impact of the ruling will be to force Microsoft to significantly raise its legal expenses and settlements budget for the years to come. It is unlikely however that it will seriously affect its current position and future growth prospects in the office automation and operating system...
September 17, 2007
Never Apologize - It is a Sign of Weakness
Analysis of:
Steve Jobs Offers Rare Apology, Credit for iPhone | online.wsj.comAuthor: GLG Expert ContributorIt is highly questionable whether the recent iPhone pricing move will generate the extra market share Apple and AT & T are looking for. The apology will not help, rather it is a clear sign of Apple`s lack of self-confidence and clear strategy in dealing with the highly competitive...
September 14, 2007
Interoperability is the key
Analysis of:
Sun Streams Through Windows | www.forbes.comAuthor: GLG Expert ContributorNo one should expect that this move will generate massive additional sales of Sun servers to be used as computing platforms for Windows-based applications. The real driver behind is the megatrend towards server consolidation - in order to protect its installed base Sun needs to offer interoperability...
August 31, 2007
Wrong Move?
Analysis of:
NCR Sets Details of Teradata Spinoff | online.wsj.comAuthor: GLG Expert ContributorWith the stiff competition and the large number of players present in the data analysis and business intelligence software market, it appears highly unlikely that Teradata will have a bright future as a stand-alone software vendor in this market space. Perhaps it would have been wiser for...