麦肯锡：亚洲的未来(英文 68页)

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Contents

1. Understanding Asia’s corporate performance 1

Asia is now home to 43 percent of the world’s largest companies 2

Asia’s capital paradox: Rapid scaling has not translated into economic profit 6

Three main drivers have lowered the profits of large Asian companies 9

Where do Asian firms outperform and underperform? 14

Managing through volatility and short-term turbulence 17

Asia could unlock $440 billion to $620 billion of economic profit by

improving firms’ performance and investing in value-creating sectors 18

2. Directions for corporate development 27

Pharmaceuticals and healthcare: Advanced Asia and China can drive drug

innovation, and Emerging Asia, Frontier Asia and India, and China on digital health 29

Consumer goods and services: Asian companies can build scale and

brands while leveraging digital platforms 34

Energy and materials: Asian companies can lead the global energy transition

toward new and sustainable sources 39

Real estate: Asian firms can benefit from urbanization trends by developing

new competencies and enhancing productivity through technology 43

Banking: The environment has become more challenging for Asian banks,

creating pressure to scale up and continue digital innovation 49

3. Positioning for the post-pandemic world 53

Exploring opportunities ahead 54

Manage multiple time horizons through “plan-ahead” teams 55

Technical appendix 57

Acknowledgments 59