反向思考打敗不景氣 THE WELL-TIMED STRATEGY
內容介紹
Most companies ignore one of their best opportunities for honing competitive advantage: the opportunity to proactively manage business cycles and macroeconomic turbulence. Despite the profound impact that the business cycle has on the fortunes and fate of so many businesses large and small--and the employees and investors that depend on them--not fa single book offers a comprehensive guide to strategically and tactically managing the business cycle. The Well-Timed Strategy shows how to manage not just the business cycle and industry cycles but also today's unprecedented level of macroeconomic turbulence. Peter Navarro shows how to align every facet of business strategy, tactics, and operations to reflect changing business conditions. Drawing on hundreds of examples, Navarro distills clear, simple management principles for managing economic upswings and downswings. Navarro addresses everything from inventory, production, and supply chain management to marketing, pricing, and long-term capital investment. Navarro presents examples from around the globe, ranging from Broadcom and Cemex to Paccar and Xilinx Chinese real estate developers to U.S. small caps. Clear, concise, and exceptionally readable, The Well-Timed Strategy makes complex macroeconomic forecasting easy to understand -- and even easier to act upon. Introductionxvii Chapter 1: Strategies and Tactics of the Master Cyclist Executive1Chapter 2: Countercycling Your Capital Expenditures15Chapter 3: The Acquisitive Master Cyclist Buys Low and Sells High39Chapter 4: The Art of "Cherry Picking" and Other Well-Timed Tactics of the Human Resources Manager55Chapter 5: "Macromanaging" Your Production, Inventory, and Supply Chain75Chapter 6: Master Cyclist Marketing Through the Business Cycle Seasons95Chapter 7: Pricing the Cycle and Managing Credit and Account Receivables111Chapter 8: Proactive Profiting From Oil Price Spikes, Interest Rate Hikes, and Exchange Rate Risks129Chapter 9: When You Can't Beat the Business Cycle, Hedge Its Risks! 149Chapter 10: Surviving--and Prospering from--the Economic Shocks of War, Terrorism, Drought, and Disease169Chapter 11: The Master Cyclist's Favorite Forecasting Tools185 Concluding Thoughts211 Appendix A: The Master Cyclist Project's Treasure Trove of Data and All-Star Team213Appendix B: A Business Cycle Primer223 Notes233 Index239
