2020-04-22

Company 08. New-Economy Strategy (updated on 2022.Mar.27)


1.  Opportunities of New Economies after COVID-19 & Ukraine War

Based on my previous blog "International Political Economics & New Economies", we'll have a massively different economic environment.

2. Resources & Technologies and their Competition

2.1 Tradition Resources and New Resources => Electricity, Mines and metals, Semiconductors
2.2 Recovering from COVID-19 and New Industries (EV)

3. Redefine the Markets & Reform the Supply Chains

3.1 US-China economy decoupling
3.2 New Technologies: Medical, AIoT, Military..
3.3 UN/WTO framework-> US vs. China allies

3.4 West (US/EU) against East (China/Russia) ?


4. Make Strategic Plans

4.1 Pick an Industry: EV
  • Components: Battery, chips (3rd generation), AI, metals
  • Services: online/offline, maps,  SoLoMo..
  • Applications: Electricity system (car, house, network..)

4.2 Poter's Five Forces of Competition Framework

4.3 BCG's matrix (Squeeze cash cows & dogs, find new markets)


  • Star-Like: Medical resources for covid-19 (mask,goggles, respirator, detection reagent, medicine, vaccine..), EV, 5G, AI,  Military..
  • Cash-Cow-like: eCommerce (Amazon/FB/Google/Twitter.., Platforms), Netflix, 
  • Question-Mark-like: Retailing, Traveling, Clothing..
  • Dog-like: Retailing, Traveling, Clothing..