No WSJ de ontem apareceu um título que atraiu logo a minha atenção, "The Perils of Building A Global Car Empire - Auto manufacturers have always dreamed big. But they can't be everything to everybody."
O sub-título é tão interessante.
"What threatens to send the already imperiled dream of a globalized carmaker to the scrapyard, however, are two deeper trends.
One is protectionism.
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At the same time, it has become clear the pace of electric-vehicle adoption will be vastly different between countries, making it even harder to simultaneously cater to different markets.
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Investors long saw electrification creating a few global winners. Instead, it may be another historical force favoring more regionalized champions."
Um artigo de jornal em linha com:
De "8 Questions to Ask About Your Globalization Strategy Right Now":
"2. How can we regionalize our strategy?
This means producing within a trading bloc for markets within that bloc. Produce in North America for North America, in China for China, in Europe for Europe, and so on. If trade barriers and tariffs go up, this will prove to be a good defensive measure, and it will also provide some insulation from currency volatility.
Some companies already do this. For example, medical device company BD manufacturers in the United States for the U.S. market and in China for the Chinese market. Companies such as Danfoss and Grundfos that are from small countries such as Denmark have long done this as well.
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3. How can we reduce the scale required for efficient production?
There will be significant benefits to investments that reduce the minimum amount of manufacturing capacity needed to efficiently serve individual or regional markets. These would allow a company to decentralize production — in other words, distribute it more broadly in regions around the world.
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6. What is our core differentiation strategy?
In the face of the fragmentation of globalized markets, it will pay to review your core differentiation strategy and how it will play in different regions. Is there a critical component or technology, and if so, where are you going to produce it?"
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