While Mike Michelini thought that I, seeing as I have been doing the HK/China/Taiwan/Korea circuit for 30 years or so, could provide some interesting insights for an ‘occasional’ column, I never thought that I would be literally overwhelmed with raw data. I certainly didn’t (and still don’t) expect to get paid, but all that I was expecting was a modest … Read More
What a difference a day makes
Welcome to the latest version of Global Gab. First, just a few points: We all realise that the column is time-sensitive and every effort is being made to get it into your mailbox as fast as possible. We expect to make great strides in this aspect within the next few weeks. Thanks for your understanding and patience. There is absolutely … Read More
The cracks are starting to appear
Ever notice how almost all the people who should know better don’t ever seem to, at least publicly? You really have to wonder about who’s paying the people who talk about the problems of upcoming inflation etc. in China while treating it as a stand-alone or a one-off and blissfully ignoring both the fact that the same pressures exist in … Read More
Wasn’t That A Party?
Further to my comments on Irrational Exuberance, here are some excerpts from data that took place: On October 3rd/18, Bloomberg Opinion stated that US automakers “just had a bad month. Buckle up: It’s going to get worse.” They went on to say that ”sales cratered in September” with Toyota’s deliveries down 10%, Ford’s down 11%, and Nissan’s down 12% … Read More
Stop the world, I want to get off!
Well, it’s been a week….there’s an old Chinese curse that translates as, “May you live in interesting times”, and these times sure are interesting. What was that old musical – “Stop the world, I want to get off!”. You may have noticed that a ‘deal’ was ‘done’ re: the USA and Canada. Donald got his wish that NAFTA was replaced, … Read More
It’s Going to Get a Lot Messier
Well, this being the first of who knows how many (or how few), I am going to take a minute to posit some guidelines: every figure that I use is legitimate – absolutely no fake news, not ever…any question as to the source will be immediately answered I have no political agenda – that said, the reader should understand that … Read More