Global Strategy

During our time together, we will discuss three frameworks and one case application. Please read the three framework readings before our class. (I have made these framework readings as short as possible.) The Economist had a great Special Issue on Digital Finance and we will use this to provide basic information about the Global Digital Payments Industry. Please read at least the lead article from this report (the first 3 pages). I have also posted some information on Nubank that I am asking you to skim for our discussion of this firm.

Readings:

Frameworks

1.) Yip industry analysis Framework – seven pages

2.) Porter Value Chain Analysis Framework – one page

3.) Integration Responsiveness (IR) Framework – seven pages

Application: Global Digital Payments Industry and Brazil’s Nubank

4.) Economist Special Report on Digital Finance, May, 2023 – first three pages

5.) Nubank – please skim the report on Nubank from the Vision Capital Fund, December, 2024 (18 pages in total, but this includes lots of graphs and figures)

I will also make references to additional readings on these frameworks during our class

time together in case you are interested in reading and learning more about these

frameworks.