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All GLG News Analyses Filed Under: Government, Legislation & Politics

Articles with lock require a GLG News subscription
Posted March 1, 2007
Lula's pieces in place but investors still wary
Analysis of: POLITICS-BRAZIL: Lula, Placing His Pieces | www.ipsnews.net
Author: GLG Member Program Contributor
-Ministerial Reform Largely Completed with Nominations on 28 February-Delay Not Important given lack of Financial or Political Pressures on President Lula for Dramatic Policy or Personnel Changes-Lula Government Focuses on PAC Growth Acceleration Pact but private investors wary-Economic...
Posted February 26, 2007
Always the "third" position
Analysis of: Argentina's Kirchner Backs Chavez | www.guardian.co.uk
Author: GLG Member Program Contributor
1. The article is important because it reflects the basic political alignments now playing in Latin America. 2. The attempts of the US to counterbalance Chavez's influence in the region seem more complicated than expected. 3. Regional alignments may also give an idea of they way different countries...
Posted February 26, 2007
Wrong, dear FT: Investors should beware of Royal
Analysis of: Why business need not worry too much about Royal | www.ft.com
Author: Miguel Mesquita da Cunha, Consultant Miguel Mesquita da Cunha
French business and equities would take a plunge if Ms. Royal were elected President in April next. Ms. Royal’s personal economic views are statist & interventionist; if elected she would have to govern with an alliance of unreconstructed Socialists and Communists. Far from...
Posted February 23, 2007
Congress Likely to Consider Medicare Dialysis Payment Reforms This Year
Analysis of: Centers for Medicare and Medicaid FY'08 Budget Justification | www.hhs.gov
Author: GLG Member Program Contributor
Strong signals Congress will examine Medicare dialysis payments this year. Top three proposals under discussion are: (1) annual inflation update; (2) "bundled payment" reforms; and (3) longer "Medicare secondary payor."  Right now, most likely action is bundled payment reforms -- which could...
Posted February 16, 2007
Gas OPEC Not Likely
Analysis of: Report: Russia, Iran in talks on gas cartel | money.cnn.com
Author: Leonard Coburn, President Coburn International Energy Co
- Gas is an increasingly important commodity in world energy markets and a price-fixing cartel would raise alarm bells around the globe- Russia, Iran and Qatar are the three largest gas reserve owners.  President Putin recently visited Qatar to expand energy cooperation.  Russia is close to...
Posted February 15, 2007
US-Brazilian Ethanol Cooperation Paves Way for Booming Trade
Analysis of: U.S. Seeks Partnership With Brazil on Ethanol | www.washingtonpost.com
Author: GLG Member Program Contributor
A February 8 accord between the US and Brazilian governments on ethanol research and development sets stage for further trade and technology agreements. The accord follows a record US$ 1.6 billion of Brazilian ethanol exports to the US during 2006 and provides a positive agenda for global...
Posted February 5, 2007
Options, Pensions and the SEC
Analysis of: Options Scorecard | online.wsj.com
Author: GLG Member Program Contributor
1. Defined benefit plans invest in company stock.2. Fiduciaries often select company stock as a 401(k) plan investment alternative.3. Anything that impacts company share price must be considered before investing. This includes practices relating to executive option grants.4. Problems related to backdated...
Posted February 5, 2007
Big Apple Pension to Bite Apple Inc Over Options
Analysis of: New York pension fund takes lead in Apple lawsuit | today.reuters.com
Author: GLG Member Program Contributor
1. Before investing, institutions must pay attention to executive compensation practices as part of their due diligence.2. Pension fiduciaries have a particularly important responsibility to evaluate relevant risk factors before investing in company stock.3. Problems related to backdating of options...
Posted January 30, 2007
Silk Road Exit at Outer Space
Analysis of: India Gets Ready for Space Wars | www.kommersant.com
Author: GLG Member Program Contributor
India stakes a claim in outer space.China's recent advancement of a space weapon allows an expanded role in space.Russia is the regional space power and that with the most extensive space program.Iran is publicly saying it will be placing a satellite in orbit.The market will develop as technology advances. ...
Jose Trevino Posted January 19, 2007
The Start of a New Government
Analysis of: Balance del gobierno de Calderon | www.eluniversal.com.mx
Author: Jose Trevino, Principal AmeriCompass
As Mexicans evaluate the first days of the Calderon administration, a sense of cautious optimism fills the air.
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