Philip Rosedale
CTO of Second Life | Founder of Linden Lab | Co-Founder of High Fidelity | Metaverse Pioneer
Thinkers50 Hall of Fame Inductee | Co-Founder & Managing Partner, China India Institute | INSEAD Adjunct Professor of Strategy | Author
Speaker Haiyan Wang is a 2024 Thinkers50 Hall of Fame inductee and Managing Partner of the China India Institute, the Washington DC research consultancy she co-founded in 2007. For three decades she has helped global executives interpret the rise of China, India, and the new Asia, backed by three books and standing commentary in HBR, Bloomberg, and the WSJ. Her keynotes are built for boards weighing global growth and geopolitical risk.
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Speaker Haiyan Wang is one of the world’s foremost analysts of how China, India, and the wider Asian economy are reshaping global business. She is the Managing Partner of the China India Institute, the Washington, DC research consultancy she co-founded with Anil K. Gupta in 2007 to study the rise of emerging-market multinationals and the strategic responses required from incumbents.
In 2024 Haiyan Wang was inducted into the Thinkers50 Hall of Fame alongside her longtime collaborator Anil K. Gupta, recognizing more than three decades of work at the frontier of globalization research. She had previously been ranked among the top 50 management thinkers in the world. She also serves as an Adjunct Professor of Strategy at INSEAD, the international business school.
Haiyan is the co-author of three widely cited books on the global economy: The Silk Road Rediscovered, on how Indian and Chinese companies are winning in each other’s markets; Getting China and India Right, recipient of the 2009 Axiom Book Awards Silver Prize as one of the world’s two best books on globalization; and the second edition of The Quest for Global Dominance. Her commentary appears regularly in Harvard Business Review, Bloomberg Businessweek, The Wall Street Journal, Financial Times, Wired, and The Economic Times, and she is a frequent on-air voice on CNBC, Fox Business, and CNN.
Before co-founding the China India Institute, Haiyan accumulated over two decades of international business experience managing multinational operations in China and the United States. Her early academic work in the mid-1980s appeared in Chinese journals including International Business and International Trade Tribune, making her one of the first Chinese scholars in the field of international business after the country’s economic opening.
As a speaker, Haiyan Wang has presented at Summer Davos, TEDx, The Economist conferences, the Brookings Institution, the Asia Society, the Global Peter Drucker Forum, and major corporate forums across the United States, Europe, Asia, and Latin America. She is featured among Aurum Speakers Bureau’s global affairs speakers, and her keynotes are tailored for boards and executive teams responsible for global growth, supply chain, and geopolitical risk.
China is moving through one of the most consequential transitions of its modern history: a slowing growth rate that still pushes per-capita income toward high-income status, an aging population that will reshape labor, healthcare, and consumer demand, an accelerating clean-energy and renewable buildout, and continued leadership in AI, telecommunications, and aerospace, set against escalating tensions with the United States and Europe. In this keynote, Haiyan Wang lays out a board-level view of what each of these vectors means for global businesses operating in China, sourcing from China, or competing against Chinese firms abroad. Audiences leave with a clearer picture of the next five to seven years and the strategic choices they should be making now.
The argument that globalization is over confuses one form of globalization for the whole phenomenon. Trade in physical goods is reorganizing, but capital, services, data, and ideas continue to flow across borders at unprecedented scale. Drawing on three decades of research, Haiyan Wang argues that we are mid-transition from atom-based globalization to bit-based globalization, where the most consequential cross-border flows are digital rather than physical. The session shows leaders how to read the new map: which businesses are exposed to the old globalization unwinding, which are positioned to ride the new one, and how to design supply chains, talent strategies, and capital allocation accordingly.
Asia already accounts for roughly 35 percent of global GDP, more than either the United States or Europe, and the gap is set to widen. By 2030, the combined Asian economy is projected to match the combined GDP of the U.S. and Europe. The implications go beyond a bigger consumer market: Asia is becoming a center of global R&D, a major source of capital, and a launchpad for new global category leaders. Haiyan Wang guides senior leaders through what this means for multinational strategy, where the competitive battles will be fought, and which Western assumptions about Asian markets are now actively dangerous.
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