1
Marc Bitzer (former COO and current CEO of Whirlpool), интервью исследовательской группе Boston Consulting Group, 15 июня, 2017.
2
Мы можем представить себе совокупный акционерный доход (TSR) как состоящий из трёх основных компонентов: (1) роста прибыли, (2) увеличения цены акций и (3) денежного дохода для акционеров. Подробнее см. в Gerry Hansell et al., “The Dynamics of TSR Turnarounds,” BCG, July 15, 2014, downloaded April 6, 2020, at https://www.bcg.com/publications/2014/value-creation-strategy-dyamics-tsr-turnarounds.aspx.
3
Scott D. Anthony et al., “2018 Corporate Longevity Forecast: Creative Destruction Is Accelerating,” Innosight, accessed December 10, 2019, https://www.innosight.com/insight/creative-destruction/.
4
Martin Reeves and Lisanne Püschel, “Die Another Day: What Leaders Can Do About the Shrinking Life Expectancy of Corporations,” BCG, December 2, 2015, https://www.bcg.com/publications/2015/strategy-die-another-day-what-leaders-can-do-about-the-shrinking-life-expectancy-of-corporations.aspx.
5
John D. Stoll, “CEO Tenure Is Getting Shorter. Maybe That’s a Good Thing,” Wall Street Journal, October 4, 2018, https://www.wsj.com/articles/ceo-tenure-is-getting-shorter-maybe-thats-a-good-thing-1538664764; Lauren Silva Laughlin, “Many C. E. O. Tenures Are Getting Shorter,” New York Times, October 23, 2018, https://www.nytimes.com/2018/10/23/business/dealbook/ceo-tenure-kimberly-clark.html.
6
Hans-Paul Bürkner, Martin Reeves, Hen Lotan, and Kevin Whitaker, “A Bad Time to Be Average,” BCG, July 22, 2019, https://www.bcg.com/publications/2019/bad-time-to-be-average.aspx.
7
TCS’s IPO prospectus, June 2004, 67, http://www.cmlinks.com/pub/dp/dp5400.pdf.
8
Jochelle Mendonca, “TCS Restructures Its Business Units to Focus on Long-Term Strategy,” Economic Times, last updated October 22, 2018, https://economictimes.indiatimes.com/tech/ites/tcs-restructures-its-business-units-to-focus-on-long-term-strategy/articleshow/66309922.cms.
9
“Blazing a Trail,” Tata, accessed April 2, 2020, https://www.tata.com/newsroom/titan-diversity-blazing-a-trail.
10
Рыночная капитализация составляла 115 млрд долл. на 30 декабря 2019 г. Все цифры взяты из созданной BCG базы данных ValueScience, данные по состоянию на 30 декабря 2019 г.
11
N. Shivapriya, “How N. Chandrasekaran’s Second Term at TCS Will Be Different from His First,” Economic Times, September 4, 2014, https://economictimes.indiatimes.com/tech/ites/how-n-chandrasekarans-second-term-at-tcs-will-be-different-from-his-first/articleshow/41650912.cms.
12
Paul Laudicina, “Globalization Is Dead: What Now?” World Economic Forum, January 20, 2016, https://www.weforum.org/agenda/2016/01/globalization-is-dead-what-now/.
13
“2019 Edelman Trust Barometer Reveals ‘My Employer’ Is the Most Trusted Institution,” Edelman, January 20, 2019, https://www.edelman.com/news-awards/2019-edelman-trust-barometer-reveals-my-employer-most-trusted-institution.
14
См., например, Richard Baldwin, The Great Convergence: Information Technology and the New Globalization (Cambridge: Belknap, 2016).
15
«Хотя экономика практически всех стран сталкивается с затруднениями, именно беднейшие страны сталкиваются с наиболее пугающими сложностями в силу своей хрупкости, географической изолированности и неискоренимой бедности», – сказала вице-президент Группы Всемирного банка по справедливому росту, финансам и институтам Сейла Пазарбазиоглу (World Bank, “Global Growth to Weaken to 2.6 % in 2019, Substantial Risks Seen,” press release, June 4, 2019, https://www.worldbank.org/en/news/press-release/2019/06/04/global-growth-to-weaken-to-26-in-2019-substantial-risks-seen).
16
Erdal Yalcin, Gabriel Felbermayr, and Marina Steininger, “Global Impact of a Protectionist U. S. Trade Policy,” Институт экономических исследований, October 2017, 29–30, https://www.ifo.de/DocDL/ifo_Forschungsberichte_89_2017_Yalcin_etal_US_TradePolicy.pdf.
17
Vanessa Gunnella and Lucia Quaglietti, “The Economic Implications of Rising Protectionism: A Euro Area and Global Perspective,” ECB Economic Bulletin 3 (2019), https://www.ecb.europa.eu/pub/economic-bulletin/articles/2019/html/ecb.ebart201903_01~e589a502e5.en.html#toc3.
18
Emma Cosgrove, “‘Economic Nationalism’ Is a Growing Challenge for Manufacturers, Survey Says,” Supply Chain Dive, November 13, 2018, https://www.supplychaindive.com/news/economic-nationalism-risk-for-manufacturers/542137/.
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