Disciplines

Geopolitics and Corporate Strategy


Discipline: EAD5933-7

Concentration area: 12139

Number of Credits: 8

Course load:

Theoretical
(Per week)
Practice
(Per week)
Studies
(Per week)
DurationTotal
42215120
Goals:
Supply the students with instruments to analyze the process of globalization and the world situation considering the importance of the geographic factors and institutions of the countries. Study more deeply how internationalized countries should diagnose the business environment and the circumstances of the countries where they intend to open with the objective of performing efficiently in the respective markets. One of the main objectives is to analyze the consequences of the predominance of very large companies in almost all of the important sectors of the world economy and the resulting tendency of concentrating Power in the hands of a few corporations. How Brazilian companies should incorporate what is happening in the world economic situation in their strategic plans.


Justification:
This course focuses its attention on the forces and reasons that cause global companies to move around the world. The role of nations and their institutions as well as the geographic aspects will be discussed from the point of view as to how they affect global companies. Geopolitical uncertainty today is an important component in corporate decision making and deeply affects how does a company decide which location, which international partners to look for and in which markets to perform. We will show how local characteristics of countries and regions and more specifically their economies and institutions continue to play an important role in defining corporate strategies despite the incredible growth of the internet and the importance of the virtual. Special attention will be given to strong economic concentration that occurs in different sectors dominated by oligopolies. The course will focus on the concerns the Brazilian companies should have with the international scenario.

Content:
Content. Most important themes.
Geopolitics . Fundamental aspects and discussion of cases where geopolitical aspects had affected corporate and strategy decisions of companies .
The world scenario and international economy. Control of the use of Trade Barriers. Free Trade versus Protectionism. China X USA trade war
What makes companies become global and move around the world? Importance of geographical and cultural factors. Deglobalization is coming ?
The business environment in certain countries as an important explanation for corporate productivity. The map of the largest global companies and the relation between success and headquarter locations.
The role of the institutions and the Government in the economic development of nations and consequently the performance of companies. Why nations fail ?
The growing power of large corporations and the prevailing tendency of concentration in a great majority of important sectors of the world economy. The formation of oligopolies and the “dictatorship” of the economy of scale. The dominance of financial sector. Financialization of the world economy.
Technology as an artifice of globalization and vice-versa. Economic and social impacts such as robotics and biotechnology. Is Artifical Intelligence the cause of deglobalization ?
The fundamental role of energy in the world economy and the future perspectives. Geopolitics of Energy.
The most developed countries with emphasis on the United States , China and Japan. The European crisis, the question of unification and Germany’s role. The BRICs and other developing countries. The importance of Africa. The Middle East crisis, and Israel.
The prevailing forces and the movement of companies within the internationally important sectors: Automobile, Semiconductors and IT, Textiles, Agroindustry, Mining, Advanced Services, Logistics.
How Latin Americans companies see and position themselves in the face of the world economic business environment.

Avaliation methods:
1. Final article – 30 %

Notes:
-

Bibliography:
A . Books
1.ROSENBERG, M. (2017) “Strategy and Geopolitics” . Bingley-U.K. Emerald Publishing.

2. DICKEN, Peter (2015) . “Global Shift” .The Guilford Press . New York. 7th edition

3.HARRISON, L. and HUNTIGTON, S. (2000) “ Culture Matters” . Basic Books. New York.

4. LINDSAY, S. and FAIRBANKS, M. (1997) “Plowing the sea “ .Harvard Business School .Boston.

5. STIGLITZ, Joseph (2002). “ Globalization and its discontents “ . Norton. New York.

6. STIGLITZ , Joseph (2015 ) . “The great divide: Unequal societies and what we can do about them”. Norton. New York.

7. HICKSON, D. & PUGH, D. (1995) “Management Worldwide” – London – Penguin Books.

8. FRIEDMAN, T.,(2005) “The world is flat”- Farrar, Straus and Giroux. New York .

9. FELDMANN, P (2014) “Management in Latin America “. Springer Publishers. New York.

10. ACEMOGLU, D. & ROBINSON, J. (2013). “Why Nations Fail “. New York. Profile Books .

11. RODRIK , D. (2011 ) .”The Globalization Paradox” .New York- Norton

12. SHARMA, R. (2012) . “Breakout Nations”. New York. Norton.

13. FLEURY, A. & FLEURY ,M.T. (2011) “Brazilian Multinationals”, Cambridge, Cambridge.

14. WILLIAMSON, P. ;RAMAMURTI, R.; FLEURY, A. & FLEURY, M.T. (2013) “ The competitive advantage of Emerging Market Multinationals” . Cambridge- Cambridge.

15. H.B.R. (2008) “On Emerging Markets“. Boston: Harvard Business.

16. PAGÉS , C. “ The age of productivity “ . (2010) – New York. BID

17. SINGER,S. & SENOR, D. (2009) “ Start up Nation” . New York. Hachette Book Group

18. YEUNG, A.; XIN,K.;PFOERTSCH, W. & LIU,S. (2011) “Globalization of Chinese Companies”. Singapore : John Wiley

19. KUMAR, N. ; PURANAM, P. (2012) “ India Inside “. Boston. Harvard Business Press.

20. ARRIGHI, G.; (2007) “ Adam Smith in Beijing” . London. Verso.

21. HARVEY , D. (2011) “The enigma of Capital : and the crises of Capitalism” . London. Profile.

22. BRESSER PEREIRA, L.C. (2010) “Globalization and Competition: Why some emergent countries succceed while others fall behind “ New York. Cambridge.

23. KSHETRI, N. (2014) “Global Entrepreneurship: environment and strategy” New York. Routledge

24.BURGIS, T. (2015) “The looting machine” . New York. Public Affairs

25. MAZZUCATO , M. (2015) “The Entrepreneurial State” .London. Antthem Press.

26. BEINHOCKER, E. (2007) “The origin of wealth” .Boston. Harvard Business School Press.

27. ZUCMAN, G. (2015) “The hidden wealth of Nations”. Chicago. University of Chicago Press.

28. BELLO, W .(2013) “Capitalism’s Last stand ? : Deglobalization in the age of austerity”. London. Zed Books.
29. FOROOHAR, R. (2017) “Makers and Takers: How Wall Street Destroyed Main Street”. New York. Penguin.

30. KUTTNER , R. ( 2018) “Can Democracy survive Global Capitalism ?”. New York.
Norton.

31. REID, M. (2017). “The forgotten Continent : A history of the new Latin America” . New Haven. Yale University Press.

32. HUNTINGTON, S. (1996) “The clash of civilizations and the remaking of world order”. New York. Simon & Schuster Paperbacks.

33.PIKETTY, T. (2014) “Capital in the Twenty- First Century “. Belknap Publishers.New York


B. Articles and Magazines

1. KHANNA , P. (2003) – “ Risky Business : Geopolitics and the Global Corporation”, in Strategy+Business , issue 32.

2. ROACH, B. (2007) – “Corporate Power in a Global Economy” , in GDAE magazine , Tufts University.

3. REZNOOKOV, V. (2015) – “The art of leading with Geopolitics” , Master Thesis for Linnaeus University- Sweden

4. BLOOM ,N. & VAN REENEN, J. (2010 ) – “ Why do Management Practices Differ across Firms and Countries ?” ,in Journal of Economic Perspectives- vol 24 , #1 .

5. ECONOMIST - “ The new masters of management”. April 17th, 2010

6. FORBES - “The Global 2000” - June 10, 2019 ou www.forbes.com

7. BOOZ & COMPANY – “ The Global Innovation 1000” - www.booz.com/innovation1000 - 2010, 2011 e 2012 reports

8. ECONOMIST - “Reinventing the company “ . October 24, 2015.

9. ECONOMIST – “Business in Asia : How to keep roaring” .May 31, 2014

10. ECONOMIST - “The new nuclear age”. March 7th, 2015

11. ECONOMIST - “The rise of state capitalism”. January 21, 2012

12. ECONOMIST - “Set innovation free” .August 8th, 2012

13. ECONOMIST - “Workers on tap”. January 3rd, 2015

14. ECONOMIST – “A third industrial revolution” . April 21st ,2012

15. ECONOMIST – “Rise of the robots” . March 29th ,2014

16. ECONOMIST – “Coming to an office near you…”, January 18, 2014

17. ECONOMIST – “Blackrock” , December 7th ,2013

18. ECONOMIST - “Towards the end of poverty” , June 1st, 2013

19. ECONOMIST – “Dynasties: The enduring power of families in business and politics”, April 18th, 2015.

20. ECONOMIST - “The rise of the superstars”, September 17th, 2016

21. ECONOMIST – “ The world economy” , October 1st, 2016

22. ECONOMIST – “ The Geopolitics of Energy “ , March 17th, 2018

23. ECONOMIST – “ Financial Inclusion” , May 5th, 2018

24. ECONOMIST – “The return of the machinery question” , June 25th, 2016

25. ECONOMIST – “Exclusive access/Financial Inclusion” ,May5th, 2018

26. FOREIGN AFFAIRS - “Can China’s Companies conquer the world” , March/April 2016. P86 to p.98.

27. FOREIGN AFFAIRS – “Europe After Brexit “ . January/February 2017. P 85 to p.95.