BRIC – strategické myslenie GS
Krajiny BRIC boli v roku 2003 identifikované ako strategické investičné prostredie s potenciálne vysokým ziskom.
Bric - another acronym every silicon.com reader should be aware of and, no, it's nothing to do with Microsoft or operating systems. It actually stands for Brazil, Russia, India, and China and was coined by the investment bank Goldman Sachs when they published a report titled Dreaming of Brics in 2003. The report was essentially some controlled future gazing, based on economic fundamentals and projections right out to 2050.
At the time, the Brics report really caught the imagination of those of us who have to analyse and comment on the economic development of 'developing' regions. The Brics entered into general use as a term to describe a bloc of formerly developing nations ready to step up and take over the 21st century as their own.
The Brics region is of course not entirely representative of developing nations becoming wealthy and entering the economic premier league. For a start, it ignores Africa entirely, but it's useful shorthand for considering the way things are changing. The Brics region alone, just these four countries, is more than 40 per cent of humanity.
The combination of these four countries in a theoretical trading bloc would offer expertise in manufacturing and services, along with valuable natural resources such as oil and gas.
But within IT we are already getting used to globalisation. Companies like Capgemini, EDS, IBM and TCS all bid against each other for contracts reflecting a varied heritage from across the globe.
If I have to pick out a key theme for each of the Bric countries, as outlined within my book about the region, then I would suggest the following nuggets:
• Brazilian technology firms are targeting niche areas more aggressively than companies in other regions - perhaps already accepting that they cannot compete on price alone.
• Russia still suffers somewhat from a 'wild east' perception issue among many European and American IT executives.
• Indian service providers are now ready to step into the big league of services, with the first $1bn deal by an India supplier recently signed - however most Indian suppliers are still fairly hopeless at branding themselves as being big league players.
• Chinese companies are looking far more closely at their own market, rather than exports. Perhaps the largest issue sweeping the IT services industry at present is something that has no respect for national borders - the green agenda.
As service buyers start exploring the idea of carbon neutrality and demand this of suppliers, there will be an immense ripple of change throughout the industry. You can bet that only the nimble suppliers capable of handling these requirements are going to win new business. And where do you think those nimble suppliers are likely to come from?
Zdroj:www.silicon.com
23.12.2007