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Succeeding in situations that are dynamically shaped by the aspirations of rising peoples, their society, markets and rapidly changing environment – where rules seem to apply but are often rewritten and so require unusual thinking

The transition from one power to another or to a more multi-polar world is now widely expected to see India as a major beneficiary. The first decade of the 21st Century has taught us that old assumptions – the current form of market capitalism as the way forward, dictatorships and autocracies, the end of war, the irrelevance of physical assets in the face of new technology, a US-UN driven era of peace and prosperity, to name a few – can be overturned very quickly. A number of critical themes are already redefining the rules of the world we live in. With these lessons fresh in our minds, it is inappropriate to accept the inevitability and speed of the rise of the East and the fall of the West. The outcome does not have to be so.

In 2010, a series of changes swept the world triggered by the coming-of-age of information, personal technology, media and real-time media networks. Thinking on the changing nature of power and how it is exercised is still evolving. Political, business, scientific and financing leaders are clearly out of sync with the new and rising will of individuals organised ad hoc in mass groups. This is already spurring revolutions across the world – some led by force and some by words alone – that are set to change the world order. The dimensions of this will of course affect India in dramatic ways too.

We aim to be thoughtful on the nature of the geo-political-economic environment that is emerging and the scenarios that this results in. From this thinking emerges a series of strategic implications for transnational institutions, countries, industries and enterprises. We have seen that the over-dependence on formulaic strategies has been discredited. We expect that opportunity and risk will be dynamically shaped in the light of how a multitude of protagonists play out their parts in what is a more complex world stage.

We have invested to create a highly distinctive approach to thinking strategically about how leaders can position in such a world and what the implications are for companies, entrepreneurs and investors.

Selected Resource Summaries

thematic-research-led-approachThematic Research Led Approach. GPC’s thematic approach lies at the core of the firm’s investment strategy. GPC’s thematic origination strategy provides it with a distinctive competitive advantage in Asia, where investing strategies have typically been led by capital deployment, intermediated transactions and/or transaction structuring. The firm’s cross-border and interdisciplinary approach has allowed it to leverage its unique position
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certainties-in-times-of-uncertaintyCertainties in Times of Uncertainty. The GPC team describes the ‘certainties’ that provide a reliable reference point, for long range planning for our political, economic, military, societal, environmental and personal affairs. Barring Hollywood style world-ending scenarios, which we clearly cannot rule out especially in a distributed nuclear weapons world, the longer term shape of the world is clearer than many believe
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the-gap-yearsThe Gap Years.┬áThe ‘Gap Year Thesis’ is a private piece of work undertaken by the team at Greater Pacific Capital and examines how the nature and use of power is being defined in the aftermath of the 2008 Great Financial Crisis and points to this crisis as the forerunner of a series. The work also examines the implications for the global economic, political and investing landscape
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american-power-and-implicationsAmerican Power and Implications for India. The 20th century has been widely considered the American Century, just as the 21st century has been termed the Asian Century. Predictions about America’s decline have been around for almost as long as the country has been pre-eminent and they have reached a fever pitch during the past decade with China’s continuing economic expansion.
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making-and-loosing-money-in-chinaMaking and Losing Money in India. Many have invested in the region based on a thesis that was too macro – essentially population size and hopeful market research – only to find that the ground realities have been shockingly difficult to navigate. We regularly examine what it takes to make returns based on what loses moneyNot for Distribution
industry-perspectivesIndustry Perspectives. GPC’s thematic approach drives the team to envision, analyze, research and articulate in a highly disciplined manner its perspectives on industry attractiveness, transformation and potential value. Given the commercial value of this product, it is only shared with selected or targeted relationships of the firmRead More
strategic-tools-and-frameworks,jpgStrategic Tools and Frameworks. GPC has developed and utilizes a series tools and frameworks to break traditional thinking patterns, critically appraise and manage change in its portfolio companiesRead More