Online Grocery Market to Grow to $4.2bn By 2023

Dear Global Business Enthusiast, Michael Michelini (@michelini) here. You’re getting this email because you requested my periodic thoughts on international business from Hong Kong. [Edit: Actually, it’s possible that you’ve never gotten an email from me. Somebody might have just given you the link to this page, which is an online archive of an email that I sent to folks … 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

How To Deal With the Next Mass Data Breach

Dear Global Business Enthusiast, Michael Michelini (@michelini) here. You’re getting this email because you requested my periodic thoughts on international business from Hong Kong. [Edit: Actually, it’s possible that you’ve never gotten an email from me. Somebody might have just given you the link to this page, which is an online archive of an email that I sent to folks … Read More

Is the US-China Conflict More than Just Trade?

Dear Global Business Enthusiast, Michael Michelini (@michelini) here. You’re getting this email because you requested my periodic thoughts on international business from Hong Kong. [Edit: Actually, it’s possible that you’ve never gotten an email from me. Somebody might have just given you the link to this page, which is an online archive of an email that I sent to folks … 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

Asia Also Getting Involved With Facebook’s Data

Dear Global Business Enthusiast, Michael Michelini (@michelini) here. You’re getting this email because you requested my periodic thoughts on international business from Hong Kong. [Edit: Actually, it’s possible that you’ve never gotten an email from me. Somebody might have just given you the link to this page, which is an online archive of an email that I sent to folks … 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

US/China Trade War Tensions: Jack Ma Will No Longer Bring 1 Million Jobs To USA

Dear Global Business Enthusiast, Michael Michelini (@michelini) here. You’re getting this email because you requested my periodic thoughts on international business from Hong Kong. [Edit: Actually, it’s possible that you’ve never gotten an email from me. Somebody might have just given you the link to this page, which is an online archive of an email that I sent to folks … Read More