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All GLG News Analyses Filed Under: Retail Manufacturing

Analyses are solely the work of the authors and have not been edited or endorsed by GLG.

India On Its Way

July 30, 2007

GLG Expert Contributor

India to Weigh Automatic Leases to Gold, Diamond Miners | www.diamonds.net

1. India Is looking for foreign investors for exploration of gold and diamonds in India.
2. Govt is making its moves to open doors for foreign investors and companies to boost up the exploration process and system in the country.
3. Govt. is also planning to help these companies by showing interest in investing for exploration that will automatically license them for the Mines leasing process.

Keep On Ticking - Timex Group enters high fashion market

July 30, 2007

GLG Expert Contributor

How Timex Plans to Upgrade Its Image | online.wsj.com

1) Good move for Timex to expand it's brand portfolio 2) Will it downgrade Versace and Ferragamo's image 3) Will this upgrade Timex's image in the eye of consumer

A JEWEL IN THE CROWN OR A DIAMOND IN THE ROUGH?

July 27, 2007

GLG Expert Contributor

Tiffany Stock Bullish on LVMH Rumors | www.diamonds.net

Will Tiffany become another mass brand, can it? Will a tight fist on profit prevent creativity to excell. Is Tiffany America's  Rare Chateau Vintage

The Branded Environment

July 26, 2007

GLG Expert Contributor

Online Popularity Context Next in Barbie-Bratz Brawl | online.wsj.com

The new media brand experience is essentially no different in purpose or result than the old media experience.

Is it the NAME or the BRAND IDENTITY they will buy?

July 26, 2007

GLG Expert Contributor

How Timex Plans to Upgrade Its Image | online.wsj.com

Does the customer know that Timex is producting the Ferragamo or Versace Watchs? Do they care, how much? What can Timex do to make this marriage work?

Paula Peterson, President

Paula PetersonPresidentCrown Luxury Consulting What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Keeping it Real: fake goods do not have to be ingested to be lethal

July 26, 2007

Counterfeits Causing Real Damage in Human Terms | www.retailwire.com

1.    Counterfeit goods have been a virus on the global economy by fueling the gray market 2.    Counterfeit goods give rise to substandard working conditions and the employment of child labor 3.    The lack of consumer concern and willingness to purchase counterfeit luxury goods may have contributed to the recent surge of counterfeiting across multiple categories.

See Hows Natural Works

July 25, 2007

GLG Expert Contributor

Charles & Colvard Reports Fiscal Second Quarter 2007 Financial Results | biz.yahoo.com

Charles & Colvard Sales seems to reducing in the Second quarter of this year. The main reason from my view is the reduce in demand of Moissanite. Their Sales down of about 11% to 7.6 million. Might be due to rise in Natural diamonds as i discuss earlier in my analysis before. Company main problem is loss of management with its retail chains.

Too small to make a big splash?

July 24, 2007

GLG Expert Contributor

Private Equity Firm Buys Balboa and G/G | www.poolspanews.com

The importance of this article brings to our attention the growing trend of outside investors entering the pool and spa industry.  Nearly 30 years of leading the way in electronic controls for a variety of leisure products has paid off handsomely for privately held Balboa Instruments in this acquisition by Quad-C Management, based in Charlottesville, VA.  However, the sale of Balboa signals yet an even more significant indicator, as more and more investors from outside the pool and spa industry are entering the business through the purchase of higher profile, quality companies.  Earlier this year, Apollo Management, LP, finalized its purchase of Jacuzzi Brands Inc. for $1.25 billion.  In 2006, The Carlyle Group partnered with Zodiac to acquire Water Pik Technologies Inc. parent company of Jandy, to name just two acquisitions in the last 12 months.

Nicholas White, President

Nicholas WhitePresidentWhite & Co What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Charles & Colvard-Is licensing in their future?

July 24, 2007

Charles & Colvard Reports Fiscal Second Quarter 2007 Financial Results | biz.yahoo.com

Charles & Colvard might be more profitable licensing the manufacturer of moissanite.  Here's why.

Chinese Diamond Market Great or Not

July 23, 2007

GLG Expert Contributor

China's 1H07 Diamond Trade +116% | www.diamonds.net

China diamond import has shown good results this year in first 6 months. A rise is of more than 200% is very good for the future of the Chinese diamond market. India might be worried about it. Chinese govt. policies are inviting more trades.

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