All GLG News Analyses Filed Under: Investment Banking & Commercial Finance

Euro German banking system 2009

September 23, 2009

Analysis by: GLG Expert Contributor

Analysis of:German Banks Cash in on the Crisis | www.businessweek.com

There is no need to show too much problems in EU banking system especially when elections will soon take place. On the other hand, the opposition always tries to reveal problems.The solution would be to do a check on a case by case basis.

The DPRK (North Korea) Location, Location, Location

September 21, 2009

Analysis by: GLG Expert Contributor

Analysis of:Goldman Sachs Has a Different View of Korean Unification | online.wsj.com

The DPRK (North Korea) represents one of the last “green field” economies in the world with exceptional investment opportunities.As such it provides an unparalleled opportunity for business professionals who know and understand the risks, the people and the country. As estate agents are fond of saying it is a case of “location, location, location”.

Rewriting the Swiss Private Banking Model

September 20, 2009

Analysis by: GLG Expert Contributor

Analysis of:Swiss Private Banks Go Down Market as Crisis Destroys Wealth | www.bloomberg.com

The Swiss Private Banking industry must accept the changed business landscape and look at its whole business model in the light of the changed circumstances, not simply try to attract a new client base to their old model.

Marshall MaysFounder & DirectorEmerging Alpha Advisors, Ltd.

Near-term short on Daiwa is in order

September 14, 2009

Analysis of:Daiwa to buy out SMFG from venture for $2.2 billion | uk.reuters.com

1. A large, research-driven brokerage that has never fully adjusted to the realities of the post-90s Japan needed the deal-making and distribution muscle of SMFG.2. Its tightening of the relationship over a year ago was based on recognizing that weakness.3. The buy-out reflects a refusal of Daiwa leadership to try merging its culture with that of Nikko Cordial and the aggressive Sumitomo. A go-it alone strategy will be difficult - and lead to a new partner next year.

Same bed different dreams ?

September 10, 2009

Analysis by: GLG Expert Contributor

Analysis of:Daiwa to buy out SMFG from venture for $2.2 billion | uk.reuters.com

Is there still room for a second independent integrated Securities House in Japan ?

Furthering Macquarie's Vertical Strategy

September 9, 2009

Analysis by: GLG Expert Contributor

Analysis of:Macquarie in talks to acquire Fox-Pitt: source | uk.reuters.com

By acquiring a respected financial services industry boutique like Fox Pitt in the current market environment, Macquarie can enhance its positioning across a number of business lines and move closer to a full service operation. All signs point to higher long term capital requirements across the financial service spectrum, and the distribution of banks and insurers (by asset size) in the US implies that many are too small to merit the attention of the remaining broad line investment banks.

European Loan Growth Was Slowest on Record in July

September 6, 2009

Analysis by: GLG Expert Contributor

Analysis of:European Loan Growth Was Slowest on Record in July | www.bloomberg.com

Liquidity in the ECC banking system is still an issue. Although more money has been injected into the system (M1 to M3 indicators show more money available than prior months) loans to European business and private individuals will not increase at rates the increased money supply would suggest.

Japanese financial industry realignment taking shape full speed ?.

September 4, 2009

Analysis by: GLG Expert Contributor

Analysis of:SFMG to pull out of Daiwa Joint Venture | www.ft.com

SFMG is not throwing the towel for its plan to create a fully integrated securities conglomerate, just more time is needed to achieve the goal.A new financial industry is emerging following years of realignment led by the three mega banks.What does its says and where are we heading ?

European Loan Growth Was Slowest on Record in July!

September 3, 2009

Analysis by: GLG Expert Contributor

Analysis of:European Loan Growth Was Slowest on Record in July | www.bloomberg.com

The lowest level of confidence between banks and consumers, and lowest level interest rates of ECB, has lead to slowest loan growth rate in Europe. The back up given by the governments was not enough to speed up the economy. The main global future trends and possible management scenarios are to be determined by global climate change - business and finance coming to grips with the challenges due to financial sector's needs for consistent & long-term energy and interest rate policy frameworks.

Mark MariottiChief Executive OfficerFuture Management Holdings Inc

China Sovereign Wealth Fund Looking Outside China

August 31, 2009

Analysis of:MV Weather Report: China's Winds Unable to Propel US Sails | webmail.aol.com

The investment guru's that run the China Investment Corporation (CIC), the $200 billion ($241bn USD) state-run sovereign wealth fund, are feeling the effect of the US Market's dog days of summer as well as being cautious of their own markets.

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