David Michael
Senior Advisor
San Francisco - Bay Area
David Michael is among Boston Consulting Group’s foremost experts on China, having served as managing director of the firm's Greater China business and worldwide leader of BCG's Global Advantage practice. He is a member of BCG’s Energy; Operations; and Technology, Media & Telecommunications practices.
Since joining BCG in 1992, David has advised a wide range of international clients on strategic and organizational issues related to winning in emerging markets. He has advised Chinese companies on their global expansion programs and supported numerous energy and utility clients on strategic issues in China and other emerging markets.
David has particular expertise in the technology, media, and telecommunications industries. From 2004 to 2009, he served on the strategy advisory board of China Mobile Corporation, one of China's five largest companies and the world's biggest telecom operator. He is an expert on the Internet in emerging markets.
David coauthored the book The $10 Trillion Prize: Captivating the Newly Affluent in China and India and Asia’s Digital Dividends: How Asia-Pacific’s Corporations Can Create Value from E-Business. He has also written articles published in the Harvard Business Review, Bloomberg Businessweek, the Economist, and the Financial Times. He presented a TED Talk as part of a series of talks curated by TED and BCG.
David is a member of the World Economic Forum's Global Agenda Council on Emerging Multinationals, which includes CEOs from emerging-market companies. He has facilitated workshops and panels at World Economic Forum sessions in Davos and in Dalian, China.
Despite economic turmoil in emerging markets, the latest global challengers have maintained both their growth rates and their profit margins. Meet the new global challengers in 2016.
The economies of emerging markets may have paused, but their strongest companies have not. The global challengers are doing just fine.
Notions of a binary world, divided into wealthy “advanced” economies and fast-growing “emerging” economies, are outdated. Companies need a new approach to setting global strategies.
The economic impact of mobile technologies on the world economy, small businesses, and consumers is measured in trillions of dollars. BCG analyzes the key enablers that contribute to mobile’s success worldwide.
China’s business leaders are notorious for controlling companies from the top, but what’s less well known is how much they decentralize in order to stay fast and flexible.
To become global leaders, challengers should strengthen current people practices and develop advantages based on ingenuity, R&D, and technology.
Less than half of the 100 global challengers are companies based in China and India. Other countries, such as the Philippines, are picking up the slack.
In emerging markets, homegrown companies are creating profitable opportunities to become thriving enterprises. Understanding the successful practices of "local dynamos" can help companies of all kinds win in these markets, too.
