All GLG News Analyses Filed Under: Investment Banking & Commercial Finance
Analyses are solely the work of the authors and have not been edited or endorsed by GLG.
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Efficiency - The Name of the Game
March 20, 2009
So much for capitalism | www.economist.com
This article brings out the importance of Capitalism versus State controls and the reversion of China from State controls to Capitalism and back to State Controls during the Crisis.
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March 19, 2009
So much for capitalism | www.economist.com
1. Excess Consumption 2. Companies Need to make only what the Public really needs. 3. Govt. Control will keep a limit on Free Markets and that is where the recovery will take place.
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Patrick YoungFounder and ChairmanDerivatives Vision
Polish Government Hit The Right Note With IMF
March 19, 2009
Poland needs no IMF credit, wants to lend to IMF-finmin | www.forbes.com
Polish Finance Minister Jacek Rostowski pulls another excellent stroke in his efforts to demonstrate that Poland may be surviving in the face of a pan-western ignorance about the granular differences of CEE and SEE economies.
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Foreign investments in USA are certain to lose
March 19, 2009
White House: No safer investment than USA | www.usatoday.com
Foreign investments in USA are certain to lose due to devaluation of US currency as a result of mounting deficits. Devaluation is an effective way to reduce trade deficits. US dollars have lost about 20% of its value against Chinese RMB since 2005, which is far from enough.
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Mr. Wen is correct to be worried about the US Balance Sheet
March 19, 2009
China worried about safety of U.S. debt | money.cnn.com
Mr. Wen's remarks show an awareness about the potential inability of the US Treasury and Congress to constrain the growth of both US debt and the Federal Reserve Balance Sheet. The CDS market does agree with Mr. Wen by expanding its insurance premium to 97 basis points for US Government Debt.
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Increase Domination of State Owned Companies will Slow Recovery
March 18, 2009
So much for capitalism | www.economist.com
Governments around the world are injecting capital into companies and increasing their control. Since according to game theory and law and economics, state owned companies are always inefficient, these bailouts will ultimately make matters worse. Any investments in these firms should be avoided
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March 16, 2009
China worried about safety of U.S. debt | money.cnn.com
Although China has inserted itself successfully in the global commerce during the last 30 years, thanks in part for their willingness to produce energy without any concern about pollution, it still far from being an open and democratic country. The tools available to a democracy are far less effective than the ones in hands of a non-democratic country as far as the economy is concerned. Both the US and Europe have suddenly "found" billions of dollars to aid struggling sectors of its economy, but this comes with a price. Either they will face increase currency devaluation in the future or they will have to offset it with taxes in the years to come - which means slowing down expenditure (investments included) in the years to come.
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March 16, 2009
China worried about safety of U.S. debt | money.cnn.com
China is the largest single contributor to US trade deficit. Naturally, it worries the most about US treasury safety. If both sides could not come to terms on that, the problem isn’t going to go away by itself.
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Raj OjhaCEOGigFire Microsystems
March 16, 2009
Junk Bond Market Smelling Better | news.glgroup.com
FPGA growth vs ASSP and ASIC Reasons for growth Technology Trends
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March 16, 2009
China worried about safety of U.S. debt | money.cnn.com
The key thing to look for here is the number of zeros at the end of the number - i.e. the US is borrowing so many zeros that the rest of the world can't conceivable keep supplying them - even if it manages to do so this year. So, the trenchant question is - what's next?
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