All GLG News Analyses Filed Under: Financial Forecasting & Analysis
Analyses are solely the work of the authors and have not been edited or endorsed by GLG.
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Nitish GroverPrincipal, OwnerNitish Grover and Associates
July 1, 2008
Fed sits tight as ECB chief signals rate rise | www.ft.com
Economic policy globally is today focused on inflationary concerns combined with keeping the growth momentum. The subprime crisis has amply demonstrated that the creation of wealth is fast turning towards the negative zone especially with the number of funds under pressure on account of declining household ability to service debts taken for wealth creation.
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Pushing the Panic-Button inview of an Economic Downturns.
June 26, 2008
Creating Customer Value in a Down Economy | blog.insight-data.com
Often a natural reaction to an economic downturn in most types of businesses is to cut expenses. The first areas of the business to get whacked are the Marketing, HR departments. That's right, the communication vehicle to its customers and the heart & soul of its company.
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Customer Value Creation in an Economic Downturn
June 26, 2008
Creating Customer Value in a Down Economy | blog.insight-data.com
This article describes the strategies companies should take to increase customer value in an economic downturn. During these periods, companies should focus on identifying, understanding and catering to their best and high potential customers thus increasing their value to the organization. The company will still spend less, but it’s skewed toward their better customers. If they don’t, their competitors will be targeting and possibly wooing their best customers during the slow economy and immediately afterwards in the recovery period.
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SRIMEERA ASSOCIATES-ANL MADHAVANN
June 26, 2008
Creating Customer Value in a Down Economy | blog.insight-data.com
Customer Value Propositions (CVPs) in down-turn economy should be seriously considered akin to CSR programs and that there need to be a new syndrome or modelling under economic terms of what can be termed as CUSTOMER SOCIAL RESPONSIBILITY (CUSOR). If customers are not driven to their home-deliverieson any segment be it in healthcare or diagnostics or on FMCG segments, there would be total loss of customer and so is customer-value. Down-turn economy does provide the absolute theorom that " every down-side of economy propels prices and reduces consumption". Under this, it is but natural that the consumption pattern reduces in every sphere while the purchasing power remains in tact (likely increases does happen). Capturing the customer and retaining them is an "art"; all sorts of methods are adopted most innovatively. Many a time the hard-core marketing people lack (in our experience we have noticed this) the sense which are absolutely COMMON in nature and hence lose-out to others in game
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European Banks Harder Hit in Credit Crunch - But the Long Term Winners?
June 10, 2008
European banks harder hit by credit crunch | www.ft.com
While the figures in the article may well reflect the numbers, there is more to the story than actual write-downs and capital raising. To bring these into proper perspective and allow a risk adjusted view, each individual bank's business model, diversity of revenue and overall risk profile must be considered.
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Lehman Brothers - Shoulder to Lean On?
June 4, 2008
Lehman Seeks South Korean Partner, Buys Back Shares, WSJ Says | www.bloomberg.com
Lehman Brothers has a very weak equity capital position, too many illiquid and hard to value assets, a poorly diversified business and the weakest global reach of all of the investment banks. The loss of confidence in the CDS and equity options market will be hard to recover. Why should it and how can it survive?
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May 12, 2008
Citifin sacks 400, bank plans $1bn loan selloff | economictimes.indiatimes.com
It's just astonishing how much junk you can find lying around your bank, especially if you've been collecting things for as long as Citigroup has. Selling $500b in non core assets. Which will help in the short term what about the long term? have we learned nothing from Chainsaw Al (Sunbeam)? Pandit, fire sale well help the top line but what about the bottom line? And if it gets too difficult, the garage sale could turn into more of a fire sale. But it's hard to imagine that calls for breaking up the company would make more sense in those circumstances than they do now.
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Nitish GroverPrincipal, OwnerNitish Grover and Associates
Banking and Subprime Crisis - Citigroup - Global Implications for financial markets
May 5, 2008
Citifin sacks 400, bank plans $1bn loan selloff | economictimes.indiatimes.com
The subprime crisis started in America but has stinged and burned financial institutions and businesses the world over. The referred article speaks of downsizing and sell off by Citigroup at CitiFinancial - a retail loan supermarket in India for high interest loans in India. In this analysis I look at some parameters of how the subprime situation is correcting itself and what in my opinion is to be expected in terms of effects on accounting, mergers and earnings quality as a result of the present subprime imbroglio.
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April 3, 2008
Pernod pays €5.63bn for Absolut owner | www.ft.com
Economic viability depend on two major variables. Volume Growth: How many more 9 liter cases had been considered to the analysis? Brand Profitabilty: How will the profit after marketing be increased on a unitary basis? Shelf price increases may be difficult given the crowed premium vodka space. Would reduced marketing be possible?
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Maybank Next Move After Takeover Bank Internasional Indonesia
March 28, 2008
Maybank buys stake in Vietnamese bank | www.businessweek.com
Maybank, the Malaysia biggest bank is walk out of Asian Financial Crisis, after acquired 56% of Bank Internasional Indonesia now planning to acquire Vietnam's An Binh Bank, thanks to the bold move to curb the crisis ten years ago.
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