Category Archives: Strategy

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

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?

Global Opportunities and Talent Seen Through an Asian Lens

 “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?

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?

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

global winners

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