All GLG News Analyses Filed Under: Exchanges & Capital Markets

The Case for Gold and Gold Mining Companies

January 23, 2009

Analysis by: GLG Expert Contributor

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

Gold as an investment remains attractive. There is significant upside potential in Gold mining companies due to the high metal price and costs that are coming down. The gold miners have underperform the metal, which adds upside potential on top of the one expected for gold itself.

Gold in 2008 and the exciting 2009

January 23, 2009

Analysis by: GLG Expert Contributor

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

Gold will see a very positive 2009 and investors globally will want to know why.   This article paints the probable picture.   It will include the reasons behing gold's moves.

Nitish GroverPrincipal, OwnerNitish Grover and Associates

Corporate Governance and Audit in the Context of the Satyam Fraud

January 22, 2009

Analysis of:Proforma Distractions at Satyam | www.cfo.com

The referred article highlights the weaknesses in corporate governance and audit practices in the case of Satyam as well as in emerging markets like India. The fact that there was a failure on both counts in the Satyam case is to my mind established. The fact that the company's Chairman has publicly made such a statement and the auditors have gone on record to state that their audit should not be relied upon is sufficient to draw the right conclusions. Yet to generalize as the referred article does on Indian audit practices is to my mind not correct. In this analysis I look at why Indian audit practices are as good as any other while at the same time not being infallible.

Sam TimpanoPresidentSam Timpano & Associates

Saviors, Stimulus and Stocks

January 20, 2009

Analysis of:The Nation Awaits Its New President | www.nytimes.com

President Obama must help the Nation shed an image of him as savior and bring himself and the rest of the Nation to realistic expectations of what he can do to address the crisis facing America. There is a need for a serious rethink on the proposed stimulus package and those that will follow. The role of government in economic stimulus and market intervention has become clouded and is dangerously close to a major shift in the American capitalist system.

Michael LynchConsultantMichael E. Lynch

Bernanke tells an unpleasant truth and U.S. stock market responds accordingly

January 15, 2009

Analysis of:Bernanke says Obama’s stimulus plans are good but not enough | www.iht.com

Julia Werdigier and Edmund L. Andrews in London reported in the January 14 issue of the International Herald Tribune on the content of the address made by Federal Reserve Chairman Ben Bernanke to the London School of Economics. Mr. Bernanke warned that using taxpayer money to support financial institutions in the U.S. was far from over. He said that banks and lending institutions still were not functioning properly. He expected that they would need additional money. He added that however unappealing this was, it would be necessary. The U.S. economic system is critically dependent on credit. He suggested that the incoming administration may wish to return to the original plan of buying distressed mortgages which currently have no market. Bernanke said he would support a fiscal stimulus program worth $800 billion. Another option was to provide asset guarantees under which the government would absorb part of the losses. He supported the “bad bank” idea. He dismissed inflation worries.

Is America Watching the Macro Economic Picture?

January 9, 2009

Analysis by: GLG Expert Contributor

Analysis of:Is America Watching the Macro Economic Picture? | www.ft.com

The German government acted quite nonchalant Thursday after a 10 Year Bond Auction failed.  The Auction raised 87% of the needed 6 billion Euros.  To many watching the Bond Market, the failure triggers fears that the World Economy is worse than expected and that governments may not be able to raise money via their Central Banks.

How Not To Get Swindled: Don't Carelessly Give Away Your Trust!

January 2, 2009

Analysis by: GLG Expert Contributor

Analysis of:Con of the century | www.economist.com

This article is important because it demonstrates how easily we bestow our trust to financial advisors and money managers without performing even the most basic due diligence.  The article also communicates how "confidence schemes" like Madoff's are built on non-investment factors such as exclusivity and secret investments strategies.

Whose Responsibility?

December 28, 2008

Analysis by: GLG Expert Contributor

Analysis of:Con of the century | www.economist.com

The markets have always been driven by greed and fear.  When things look good, investors run to the opportunity, often burying common sense.  When things look bad, they will stampede over each other to reach the exit first.  This is a healthy reminder - albeit it over many unfortunate financial corpses - that common sense must not be abandoned when investing.  I am personally astounded that so many people, supposed qualified investors with a) a level of sophistication, and b) a capacity to absorb loss, have invested so much, on pure faith, and with such little caution and personal responsibility.  Specifically, how could investors a) entrust so much money without financial statements, b) without these statements being audited, and c) without custodian oversight or responsiblity to ask these same questions as they are legally responsible.

Defend your funds

December 22, 2008

Analysis by: GLG Expert Contributor

Analysis of:Locked away | www.economist.com

Market has shattered and very few funds as decsribed in the article have sustained the downfall. Majority of funds have gone into emptiness pusing the investors to sleepless nights. Immediate remedy has to be chalked that can assure at least a single digit rate yield than going volatile.

Himadri BanerjiChairman and Managing DirectorBas Management Solutions Pvt. Ltd.

The Market Regulator's Nightmare: Hedgefunds Gone Awry

December 22, 2008

Analysis of:Locked away | www.economist.com

It is reported in an article in The Economist dated 21st Dec 2008, that the hedge-fund firms, Fortress, Tudor Investment, Citadel, D.E. Shaw and Farallon Capital Management have all suspended redemption thereby restricted the right of investors to withdraw their money. The economic downturn has hit most of the hedge funds hard, though some have been able to stem the downward tide by such measures as restricting redemption. The average fund lost 17.7% in the 11 months to the end of November, according to Hedge Fund Research, a consultancy. That may be better than equities but is hardly the “absolute return” the industry promised. And the losses that have been revealed may be understated; had investors been able to redeem all their holdings (forcing managers to sell more assets) things might have been a lot worse. Industry enthusiasts claimed hedge-fund returns were less volatile than their conventional, long-only peers.

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