重新定义全球竞争态势.pdfVIP

Redefining Global Competitive Dynamics REDEFINING GLOBAL COMPETITIVE DYNAMICS CONTENTS 3 THE RAPID SUCCESS OF EMERGING MARKETS AND THEIR COMPANIES Growing Up Growing Pains 7 MEET THE 2014 BCG GLOBAL CHALLENGERS The Newest Members The Graduates 14 THE EMERGENCE OF PARALLEL WORLDS The End of Easy Growth The Rise of the Global Middle Class 21 FROM GLOBAL CHALLENGERS TO GLOBAL LEADERS Lessons Learned New Capabilities Winning in Parallel Worlds 25 FOR FURTHER READING 26 NOTE TO THE READER 2 | Redefining Global Competitive Dynamics THE RAPID SUCCESS OF EMERGING MARKETS AND THEIR COMPANIES merging markets are no longer Many of the companies in these markets are E emerging. Many of them have arrived. also growing up rapidly, relying on innova- They are fueling about two-thirds of global tion, talent, and other strengths to win. One GDP growth. (See Exhibit 1.) With young example is Mindray Medical International, a populations, growing middle classes, and Chinese medical-technology provider focus- rising consumption, these markets are ing on patient care and imaging and diag- becoming more prosperous and, despite nostic products. Mindray wants to be a force recent headlines, more stable. In most of in all major markets and recognizes that it these markets, long-term resilience will trump must innovate to succeed in them. The com- short-term turbulence.