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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.

A + Sign for Global Supply Chain Operators- NA Retail Manufacturing Reports Contracting Inventories in Numerous Industries

April 13, 2009

GLG Expert Contributor

March 2009 Manufacturing ISM Report On Business | www.ism.ws

March commodity prices such as copper and polyethylene are up.  Employment is up.  Overall manufacturing inventories are contracting.  What are the specific implications for key North American industries?

Future of Jewellery Retail

March 27, 2009

GLG Expert Contributor

Gujarat Jewellers Shift To Imitation Jewellery | gjepc.org

1. Many jewellers and retailers shifted towards Imitation Jewellery. 2. Change is beacuse of High Gold Prices.

Sweeping Legislation Benefits Poolcorp(POOL)

February 12, 2009

GLG Expert Contributor

VGB Act Uncertainty Hits Residential Side | www.poolspanews.com

While comparing a swimming pool to a car is more than a stretch of imagination, it will be a helpful exercise for the layperson, in order to better comprehend the implications of the new law that went into effect December 19, 2008.  Please know and understand that virtually every existing inground swimming pool and spa--except for those possibly installed within the last year--commercial and residential, will be required to retrofit the main drain to comply with the new law.  This retrofit procedure, both the component and the process, will be somewhat akin to replacing every air filter on every automobile in the U.S.--without opening the hood. 

High Prices Low Demand Leads to Downfall in Import and Export

February 5, 2009

GLG Expert Contributor

Gold Imports to Dip as Demand Falls, Rupee Price Stays at Record High | www.diamonds.net

Indian Gold Import is down by 1.2ton to 1800kg in Jan09 about 93% low. And it is expected that import can hit badly this year. Gold prices may go more high. Figures shows that Market is going to a missrable situation.

Opportunistic Poolcorp (POOL) Grabs Marketshare

February 4, 2009

GLG Expert Contributor

Poolcorp buys Spanish Distributor | poolspanews.com

Sound, long term financial health and economic resiliency was brandished quietly by Poolcorp(POOL) in this recent acquisition of Spanish distributor, Proplas.  The deal was finalized and signed on Oct 1, 2008.  Taking advantage of the slumping worldwide economy to purchase at a bargain price and gain a better foothold in a heretofore minority position, Poolcorp has wisely increased their market share in this Western European onclave.  Expanding market share in a down market is not only a smart tactical move, it is commensuarte with Poolcorp's overall strategy to improve minority market share whenever it makes good sense to do so.  Having the financial clout to casually complete this acquisition, when crony-like, regional industry competitors are struggling to simply keep their nose above the chlorinated water line, Poolcorp continues to exhibit more of their industry leading muscle flexing.

Uncertainity in Gold Market

January 22, 2009

GLG Expert Contributor

Gold to Gain Through 2012, Morgan Stanley Forecasts | gjepc.org

A Week before it is said in a reasearch that Gold will be around $650/ounce by 2010 by Barclay Capital and Now Morgan Stainly has stated that Gold can go to his previous high of $1000/ounce in 2009-2012.

Poolcorp(POOL) Adjusting to the Landscape

January 15, 2009

GLG Expert Contributor

Poolcorp ConferenceAddresses Market Downturn | www.poolspanews.com

This piece is important to investors because it draws a clear outline of where the industry has been, where it is now and where it might be headed in the near and long term future.  Representatives from Poolcorp(POOL) indicate at their annual conference that today this tiny, leisure industry is off more than 65% from the historical highs of 2005, with home equity extraction back at 1998 levels.  Nearly every sun belt pool guy agrees with the Poolcorp spokesperson, when they say that we are still in a declining market. However many pool industry veterans who are still standing in this economy, reluctantly yearn for the industry to auger through the sandy bottom and finally hit rock in the first half of 2009--thereby setting the stage for a rather inauspicious return to normalized growth in 2010. Adjusting to the new business landscape is vital, as new pool contracts go the way of the Dodo bird and maintenance, repair and replacement elbows its way to center stage for those that remain.

Nike extends the Jordan Brand

January 9, 2009

GLG Expert Contributor

Nike - M.J. Unveils Air Jordan 2009 | www.wwd.com

Nike has taken one of their most successful franchises and extended its life span. Is this a good move by them? What does this do for the brand domestically and internationally?

A fraud is a fraud, whether it is by a communist or non communist or a Satyam

January 8, 2009

GLG Expert Contributor

Net tightens around China's richest man as wife is detained | www.timesonline.co.uk

Why things are allowed to cascade and grow into a huge iceberg? What sort of corporate checks should have been there or is it they are non existent or is that they are all over the world on PAPER. All rules exist but vanish when proper paper is shown!!!

Fakes toothpastes can costs serious damages to a Brand

January 5, 2009

GLG Expert Contributor

Fake Colgate recalled from shops | news.bbc.co.uk

A dangerous chemical were found in several toothpastes over the world.  They were recalled to avoid and prevent people from using it.  The Colgate Company recently recalled some fakes toothpastes from the stores around the world, how can this affect this brand? How can they prevent this again?

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