All GLG News Analyses Filed Under: Exchanges & Capital Markets

Is it a good time to start buying into Singapore equities again?

September 23, 2009

Analysis by: GLG Expert Contributor

Analysis of:It is a good time to start buying into Singapore equities again? | hwhglobal.ning.com

Singapore is in its deepest recession in the last 25 years.The aging population in Singapore is an issue.We are essentially a service oriented economy.

Gold in 2008, in 2009 and beyond.

September 21, 2009

Analysis by: GLG Expert Contributor

Analysis of:Gold 2008 and the exciting 2009 | news.goldseek.com

This is an update of the author of the article "Gold 2008 and the exciting 2009" taking us to the last quarter of 2009.It covers the days from the impact of the "Credit Crunch" to the currency background of gold that prompted institutional and central bank buying of gold as a protection against the negative future for the currency world.

Bank of Ireland's Capital Buffer Sufficient to Withstand Forecasted Bad Debts

September 19, 2009

Analysis by: GLG Expert Contributor

Analysis of:Bank Of Ireland Confident on Capital | www.nytimes.com

Bank of Ireland has provided evidence that the composition of their loans to be transferred to NAMA is much better than the averages for all the affected banks. Their capital will not be impacted more severly than originally estimated due to the NAMA discounts and they are right to be confident that the NAMA discounts can be absorbed without recourse to external capital raising. They will however seek to raise capital before the end of 2009 in order to reduce the Government's stake in the bank.

Has the equity markets gone ahead of the fundamental economy?

September 14, 2009

Analysis by: GLG Expert Contributor

Analysis of:It is a good time to start buying into Singapore equities again? | hwhglobal.ning.com

The equity markets is no longer a forward looking indicator of the economy, we believe that the equity markets is an affirmation of the current state of the economy.

Anybody wants to make money? Opportunity knocks.

September 6, 2009

Analysis by: GLG Expert Contributor

Analysis of:Insight : Hope or Hype in Japan? | www.ft.com

Re-energising domestic demand is clearly the main challenge. We have entered a new long-term cycle for Japanese mid to small caps

Michael LynchConsultantMichael E. Lynch

Dollar destined to be second class currency in world's largest banana republic

September 1, 2009

Analysis of:The Dollar's Fate | www.nytimes.com

Professor of History Kennedy notes debate about the reserve status of the U.S. Dollar. The issue arose at the G-20 meeting in London in April and again in Yekaterinburg two months later when Brazil, Russia, China and India discussed shifting out of the dollar. Italian scholar Antonio Mosconi wrote in " The World Supremacy of the Dollar at the Rendering (1917-2008)" that the dollar is the currency of the "empire of debt" and as such, is in its last convulsion. This crisis is not like the others.

Task Force must dump a conflict ridden rating agency compensation system

August 28, 2009

Analysis by: GLG Expert Contributor

Analysis of:Bipartisan Policy Center Announces New Credit Rating Agency Task Force | news.corporate.findlaw.com

The task force should elicit not only comments from industry sources -- who after all have deep vested interests -- but independent experts with no axe to grind who argue that the Municipal Securities Rulemaking Board (MSRB) precedent can be adapted to devise a new conflict free system of payment for ratings from a fund fed by a fee from investors and issuers on each new issue and each secondary market trade in the short and long term public (and possibly private) capital markets.

China Commodity Stockpile

August 7, 2009

Analysis by: GLG Expert Contributor

Analysis of:China reliance a risk for commodities | uk.reuters.com

Commodity prices are already too high and there will not be a surge in prices as the economy recovers. 

China is smarter than you think

August 4, 2009

Analysis by: GLG Expert Contributor

Analysis of:China reliance a risk for commodities | uk.reuters.com

As the world's largest consumer/ user of commodities, China influences pricing. Chinese traders are savvy and good at timing markets: buy low. Economic growth is stronger than most western 'experts' estimate. Therefore, stock piling of commodities appears to be a rational response to a collapse in prices since mid 2008 and expectations of economic growth for the coming quarters.

An Interesting Idea Obviously Made by Policy Makers Not Industry Experts

July 20, 2009

Analysis by: GLG Expert Contributor

Analysis of:EU derivatives plans focus on clearing | uk.reuters.com

I think it is safe to say that the CDS Market will be “standardized” as much as possible after the events that lead up to the Credit Bubble last fall.  However, going about this process is more complicated than many believe. What is striking is the difference between where the US and the EU want to place power.  As politicians, who do not fully understand the inner workings of the Markets, are making decisions there are some gapping holes in their plan. 

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