Strategy Dynamics Briefing 54: Type-1 rivalry in emerging markets

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Markets are often in a process of emergence, when new potential customers develop, driven by product and/or price improvements offered by suppliers, as well as by political, economic, social or technological change (“PEST”) factors. This customer development process has important implications, especially for type-1 rivalry.

Figure 1 shows market development for the consumer electronic device discussed in Briefing 46; a durable product that customers upgrade or replace – with a competitor (solid lines) and without (dashed lines). When building the market ...

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Seismic shifts in demand

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Though over-hyping of strategy issues is unhelpful, some radical changes do need dealing with. In Taking Advantage of Tumultuous Times: Claiming the Future, Eamonn Kelly, a Monitor partner, highlights a few big shifts. Most of the discussion is general and it’s not clear exactly what management should do, but one issue – the vast numbers of emerging consumers – can be evaluated and built into strategic plans. There is a simple reason this trend can trigger ‘siesmic shifts’ in demand – if ...

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More items on strategy in the crisis

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Amongst the continuing stream of articles on this, some good ones [I’ve left out some bad or downright dangerous ones] include:

Seven Ways Forward from Booz & Co’s strategy+business on, with specifics for Manufacturing, Consumer Products, Aerospace and Defense, Telecom, Finance, and general guidance on rebuilding capabilities for long-term growth.

Surviving the Downturn: Lessons from Emerging Markets from Sloan Mgmt Review [title self-explanatory]

Three Opportunities to Seize in the Downturn a blog post from Harvard Business ...

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Finding talent in emerging markets

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Amongst a rich crop of articles in November’s HBR is Winning the Race for Talent in Emerging Markets, which cleverly shows how the nature of the challenge varies a lot between different countries and some ideas what to do about it.  To see what one big winner has done about it, see the Infosys 07/8 Annual Report – mighty impressive!

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