All GLG News Analyses Filed Under: Financial Forecasting & Analysis

US auto manufacturers face a huge dilemma.  To be competitive with Toyota and other non-US auto manufacturers, they must lower health care costs and unfunded liabilities.  (This is well documented in the referenced article.)  What is interesting is the impact on value from both the...

1)over liquidity in banking system forced ICBC to look for high profit investment elsewhere. 2)Seng Heng Bank will profitable from the Macao booming of property and gaming business. 3)Seng Heng Bank holds the valuable accounts of the wealthy individuals in Macao. 4)China has to let the capital out to...

The key implications of Rank Group's actions are threefold. First, it is harder for companies to borrow from employees with off balance sheet pension schemes.  Disclosure requirements have increased (i.e., FASB). Second, pensions have always been a too-often neglected risk dimension in corporate...

Too often the managers of pension funds use an objective of maximizing return.  However in doing so, they neglect risk.  In the volatile markets of today, the focus on returns, while neglecting risk, is causing problems.  It's time to stake a step back and rethink the management...

China investors move from food production to property development and share market. Reduce money supply in the financial system by increase interest rate, forming national trust fund and promote health insurance. Give incentive to food production and limit the property development in farm area....

Industrial Bank take more caution way to rise funding by issued bond. Industrial Bank increase branches by acquisition of small bank and joint venture with foreign bank. China will approve Industrial Bank's bond to prevent overheat of the share market. The prudence way of operation make Industrial Bank...

Quant funds same with LBO which both needs high leverage credit to support. Targeted companies tend to window dressing their accounts to attract high price take over. LBO not involve real money but instead of obtain credit from banking system will dry out the liquidity of the system.

Industrial & Commercial Bank of China Ltd., the fourth biggest company. without international funds, Chinese savings equal to $1,692  per person dump into share market. China government cut tax and increase trading charges to slow down the market. the demand for loans push the industrial and...

Agricultural Bank of China, rise tremendously in operating profit and and operating income  in 1st half of 2007. Agricultural Bank of China increase loan to reduce bad loan ratio  for seek a bailout by the government. China's government push banks to slow the credit in...

We quantify mortgage portfolio value changes due to interest rate changes over the last quarter. Dissect the balance sheets of institutions engaged in this business and their last-reported financial statements using these simple tools, and you can easily arrive at some profitable trade ideas in the...