Strategy

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How China’s innovation system really works

February 16, 2026 • by Mark J. Greeven in Strategy • 7 min read

As debate grows over whether China is winning the technology race, executives should focus instead on how its innovation system is designed – and what that means for competition....

Four lessons from BYD's rise – and why Tesla should be worried

February 16, 2026 • by Howard H. Yu, Jialu Shan, Lawrence Tempel in Strategy • 11 min read

BYD overtook Tesla’s EV annual market share in 2025 as it mastered unglamorous fundamentals and built capabilities sequentially while competitors chased disruption and moonshots....

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Scaling a startup: Why you must focus on the ‘who’ as well as the ‘what’

February 13, 2026 • by David Sluss, Katie Badura, Yufei Zhong in Strategy • 7 min read

Passion for the product is vital to launch a startup, but it’s not enough to lead a scaling enterprise. David Sluss, Katie Badura, and Yufei Zhong share a two-step approach to...

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For Luxury and China, will the next decade be ‘back to the future’?

February 13, 2026 • by Stéphane J. G. Girod in Strategy • 19 min read

The next decade will bring significant changes for China's luxury sector. But to see where it's heading, we need to understand where it's been....

Getting GenAI to live up to the hype

February 10, 2026 • by Tomoko Yokoi in Strategy • 6 min read

Tomoko Yokoi explains why GenAI isn’t delivering on its promise — and how clearer success metrics, upskilling, and purposeful scaling can finally unlock its value....