Gustavo Ballvé on September 18th, 2012
Food for thought, Home, Investment Themes, Mental models, Portfolio Management, Risk management

Dartmouth professor Richard D’Aveni has a thought-provoking interview at Fortune about his latest book, “Strategic Capitalism: The New Economic Strategy for Winning the Capitalist Cold War“. It’s about China as a threat to US interests, but it’s valid for Brazil as well and for the same reasons. Regardless of what you believe China is really after, it’s hard to disagree with Prof. D’Aveni’s idea that “the free market has basically got a disavantage when you’re against a smart strategic capitalist”. That’s great food for thought, although statements such as “mass manufacturing is going to die” do take away from the overall credibility. I haven’t read the book yet, so I’m willing to chalk it up to the American media’s desire to reduce ideas to impactful soundbites. Another article on the book, in Dartmouth’s Tuck School of Business website, can be found here.

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