Xi Jinping’s “War on the West”: Managing Global Transformation and Changing Rules of Competition

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Fresh US-China bilateral conflict sparked by China’s challenge to established rules of global competition poses a growing threat – particularly over the next 18 months as US elections loom. Avoiding crisis requires that Western policy makers and executives urgently develop deeper objective insight on China’s future global role and dispassionately reappraise the three pillars that … Continue reading Xi Jinping’s “War on the West”: Managing Global Transformation and Changing Rules of Competition

Property: Myth of Imminent Collapse and End of the Chinese Growth Miracle

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Recent modest slowing of China’s GDP growth to more sustainable levels – largely blamed on the residential property and construction – has rekindled familiar dire warnings forecasting “deflation of the country’s debt-fuelled property bubble”. Fortunately, basic facts and a bit of historical insight easily dispel such fears (click to download narrated slide presentation) . As China’s technocratic leadership continues to … Continue reading Property: Myth of Imminent Collapse and End of the Chinese Growth Miracle

What Happens When China Overtakes the US in R&D Spending?

Having spent the last two weeks visiting several leading Chinese research centers, two things are clear: First, China’s basic scientific capabilities still lag those of the US. Second, the gap is closing as China progressively increases across-the-board spending on basic science as well as technology commercialization. American’s assumption of permanent US technology leadership is clearly … Continue reading What Happens When China Overtakes the US in R&D Spending?

Alibaba: Just Another Record Breaking Chinese IPO… Or Window on Dynamics Shaping Future Global Competition?

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Despite a market cap of more than $200 billion and leadership positions across a variety of high-growth business platforms in China, Alibaba and founder Jack Ma seem to be viewed by as an e-commerce novelty led by a somewhat “quirky” CEO who found success in the limited confines of a single emerging market (China). Media … Continue reading Alibaba: Just Another Record Breaking Chinese IPO… Or Window on Dynamics Shaping Future Global Competition?

Steel: An Example of China’s Disruptive Global Impact

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What does China’s marginal economic slowdown really mean in practical terms? For a growing number of industries much more is at stake than a slowing of double digit sales increases in China’s domestic market. For industries in which China has already established its global leadership – as both a market and as a producer – … Continue reading Steel: An Example of China’s Disruptive Global Impact

Global Opportunities and Talent Seen Through an Asian Lens

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 “Asian companies can’t succeed globally unless they become more Western” neatly encapsulates a series of Western corporate assumptions shaping today’s management thinking and many global strategies. (see The Economist’s well-documented case for this conclusion). Putting aside the fact that “Asian” companies have no uniform nationality, ownership structure or corporate culture, it is difficult to see … Continue reading Global Opportunities and Talent Seen Through an Asian Lens

iPhone 6: Can Apple Survive?

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A company hits “phenomenal record-breaking” sales with its latest  product in Ohio. The CEO proudly promises to launch within days in North Dakota, Vermont and Wyoming.  Would investors or the industry see this as a savvy strategy?  Unlikely. Welcome to Ohio. While I have nothing against the folks in Ohio – or no more than anyone else … Continue reading iPhone 6: Can Apple Survive?

Four China Myths Driving Misconceptions on Sustained Growth

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China’s sustained GDP and export growth contradicts Western conventional wisdom. Our previous analyses describe the critical role of expanding intra-Asian trade and China’s industrial transformation – two key dimensions of the tectonic shift now underway in the global economy. But much of the skepticism regarding the sustainability of China’s growth stems from fundamental misperceptions regarding the … Continue reading Four China Myths Driving Misconceptions on Sustained Growth

China’s Future Manufacturing Growth: Winners and Losers in Next Wave of Global Industrial Restructuring

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The drivers behind the current transformation underway in Chinese manufacturing are much more complex than those that initially led the Middle Kingdom to become the world’s leading manufacturing nation. Over the past 30 years, Chinese manufacturing radically transformed global supply chains, up-ending established industry structures. In the next five to ten years, China’s new phase … Continue reading China’s Future Manufacturing Growth: Winners and Losers in Next Wave of Global Industrial Restructuring

Three Questions to Pressure Test Your Global Strategy Against Radical Changes In Global Demand

Three Questions to Pressure Test Your Global Strategy Against Radical Changes In Global Demand

A radical and rapid transformation of global demand is underway. Traditional assumptions about market leadership and global competitiveness are under threat as Chinese consumption begins to dominate a growing number of product sectors and industries. The speed of change is phenomenal – with China moving from relative insignificance to become the top market within a … Continue reading Three Questions to Pressure Test Your Global Strategy Against Radical Changes In Global Demand