Analyses are solely the work of the authors and have not been edited or endorsed by GLG.
Chinese Banks Will Continue Use Asset-Backed Securities Despite Loss In US Subprime Crisis
March 27, 2008
Subprime holdings damp China bank profits | www.ft.com
Chinese banks suffered loss from US subprime crisis but still insist to use the asset-backed securities as a alternative financial product to generate income as the China government put stringent rules on loan to curb over heated economy.
March 11, 2008
The Fed's Fix | www.forbes.com
Throwing money into the economy may not be the real solution! Having capital to lend may be useless if everyone remains to scared to borrow!
Indonesia Needs More Investment In Infrastructure
March 3, 2008
Bakrieland May Raise 3.5 Trillion Rupiah Selling Unit Stake | www.bloomberg.com
Indonesia has the political stability and the price of oil and commodity like palm oil, crude oil and rubber are getting higher, the people are looking for more house and car, the government has to build more house and road to suit their demand.
Understanding the Pros and Cons of Pension Fund Investing - the Issue Applied to Asian Investments
February 26, 2008
Canada Pension Funds Turn to Asia | online.wsj.com
1. Investing in Asia has three benefits. First, there are the returns from investing in environments that show greater growth potential than in the West. Second, there are the returns from investing in opportunities denominated in currencies that are forecasted to appreciate. Three, there is the benefit of diversification. 2. The costs, or risks, of investing in Asia are threefold: First, there is the risk that high growth opportunities present. Second, there is the risk of investing in a depreciating, not appreciating currency. Third, there is the asset-liability risk inherent in all financial intermediaries, particularly pension funds.
Sovereign-Wealth Funds Reposition Themselves
February 26, 2008
Hana Bank to Buy Small Stake In Merrill Lynch from Temasek | online.wsj.com
Subprime crisis in US give sovereign-wealth funds a chance to invest in top banks in US but these investment normally not giving sovereign-wealth funds a good profit in the long run as the purpose for investment is not profit oriented.
What Microsoft Next Move Over Yahoo?
February 25, 2008
Yahoo Deal Would Boost Microsoft in Asia | www.businessweek.com
What Microsoft next move as Yahoo had rejected its takeover bid of US44.6B whch Yahoo's directors said is low as Microsoft not taking in account of the Yahoo strong present in Asia and the deals with News Corp and Google.
SingTel Faces Fierce Challenge Over Takeover Target
February 19, 2008
Singapore Telecom Says Asia Takeovers a `Challenge' | www.bloomberg.com
SingTel faces fierce challenge on takeover target as telecommunication giant from Europe and Middle East are coming to Asia market, China, India and South East Asia telecommunication companies are strong enough to control their own market and compete with SingTel in international market.
Microsoft And Yahoo, Deal Or No Deal?
February 11, 2008
Microsoft Offers to Buy Yahoo for $44.6 Billion | www.bloomberg.com
Microsoft takeover bid of $44.6B over Yahoo certainly benefit both companies and as they are facing the same treat from Google recently over the advertising and internet search services and pull their share price lower but other parties may not like as Yahoo will loss its identities.
February 6, 2008
BNP considers SocGen approach | www.ft.com
BNP Paribas has been targeted SocGen for long time, the case of a rogue trader give BNP Paribas a chance to offer to SocGen shareholders for a takeover, as a France bank the possibility to be taken over is very low.
Credit Crunch - Banking - Accounting Implications - Opportunities
February 5, 2008
Accounting Consequences of the Credit Crunch | ifrs.pwc.com
The credit crunch is effecting banking institutions, hedge funds and ordinary people in several ways - mostly adverse. Such effects are impacting profitability and also creating opportunities. In this analysis I look more at the profitability impact in the context of IFRS - IAS 39 as well as under SFAS 157 and 159. I also look at some of the opportunities being created by the credit crunch and how in these opportunities lies the silver lining for the American and global economies.
More Under Armour Red Flags...
November 20, 2009
Good and Bad JAL : selling the Crown Jewels -part 2-
October 15, 2009
Japan Air Line (JAL) a Japanese GM or long-term investment opportunity?
October 4, 2009