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Edward Tse

Edward Tse

Chairman & CEO
Gao Feng

Dr. Edward Tse is Founder & CEO of Gao Feng Advisory Company, a global strategy and management consulting firm with roots in China.

He formerly led the China business of the Boston Consulting Group and Booz Allen Hamilton/Booz & Company, respectively for a period of 20 years.

Widely called, “China’s leading global strategy consultant” and “China’s management guru”, Ed also has received such accolades as “Edward Tse is to Chinese corporate strategy what Kenichi Ohmae was to Japanese corporate strategy.”

A leader of the team who set up and led China’s first government-authorized office (in Shanghai) among all international strategy consulting firms in the early 1990s, Ed specializes in the definition and implementation of business strategy, organizational effectiveness, and corporate transformation across various industries, as well as cross-cultural partnerships and mergers & acquisitions.

He also consults to public sector organizations such as the World Bank, the Asian Development Bank and the Chinese Government on issues related to policies, state-owned enterprise reform and competitiveness. He is/was external board members for several large Chinese national enterprises, a special policy advisor of the Shanghai Municipal Government and a member for Hong Kong SAR Government’s Commission for Strategic Development.

BS, MIT; MBA, PhD, University of California, Berkeley

Gao Feng

Gao Feng Advisory Company is a pre-eminent strategy and management consulting firm with roots in China coupled with global vision, capabilities, and a broad resources network. We help our clients address and solve their toughest business and management issues — issues that arise in the current fast-changing, complicated and ambiguous operating environment.

Channels

AsiaStrat
Granite Peak Advisory
Track Research
Trivium China
Gao Feng
Real Estate Foresight
China Beige Book

All Analyses by

Edward Tse

Behind the U.S.-China trade dispute: 'The West's China gamble has failed.'

What's the root cause of the current friction between the U.S. and China? The West's disappointment that China did follow the western model but its own, argues Ed Tse, CEO of Gao Feng Advisory Company (a member of the China Analyst Network).

Ed's solution: look to the similarities between China and the West, especially in the tech sector, and be alert to China's evolution toward better IPR,  market access, and other contentious issues, not just the remaining shortcomings. 

Below is a video of my discussion with Ed and excerpts from both the interview and his South China Morning Post op-ed, 'Chinese innovation with US characteristics? Maybe China and the West aren’t that far apart, in business at least.'

Ed presents insights that differ greatly from the China Echo Chamber in the U.S. Let me know what you think.

'E-commerce' is rapidly evolving into 'New Retail.' Jack Ma, Alibaba

Ed Tse, founder of the Gao Feng consultancy and the leading expert on Chinese innovation, introduced me to New Retail in a recent conversation. You will find his explanation of New Retail below, along with a couple of videos showing New Retail in action - as amazing today as Minority Report seemed years ago. Perhaps even more amazing is the China business strategy, the 'Third Way,' that made things like New Retail possible. Ed explains the Third Way in Part Two of our discussion that I will be posting soon. Chinese do do things their own way, as the Third Way again demonstrates. For now, have a look at the future today. And, stay tuned for Part Two for Ed's explanation of the Third Way that made New Retail possible.

The extraordinary power of China's corporate 'mega ecosystems'

Besides Alibaba and Tencent, companies like Ping An Insurance Group, Baidu and JD.com are building out mega ecosystems with incredible speed and intensity. Even some traditional manufacturers are moving in this direction. Zhejiang Geely Holding Group has gone from producing entry-level cars to selling premium models with the help of foreign acquisitions and has been the first Chinese carmaker to move into on-demand mobility services. It has also been experimenting with connected intelligent vehicles, shared ownership programs and flying cars, together assembling a sprawling transportation services ecosystem.

'Inside China’s quest to become the global leader in AI'

Edward Tse
10/19/17

'The RMB did not like the trade data at all, and it weakened immediately - over 1% today.' 'Overnight, the world has moved a little bit away from its U.S.-centric obsession about equity volatility in the United States and around the world to what's going on in China,' says Bob Savage, CEO of TRACK and member of the soon-to-be-launched China Analyst Network.

The father of business consulting in China knows why eBay failed there

In the early 1990s, when China was still struggling to shrug off the straightjacket of its planned economy, the man appointed to lead the first business consulting firm allowed in the nation was immediately confronted with the scope of the challenge ahead.

Is china prematurely declaring victory in its reforms?

Edward Tse
8/30/17

At the heart of China's economic take-off during the last four decades is a fragile equilibrium between economic reforms and one­ party rule. The communist party has demonstrated pragmatism and adaptability - but just at a time when China seeks to fully enter the knowledge economy and participate in global markets, it has put the brake on further reforms.

C-to-C Internet Commerce- From Taobao Shops to Taobao Villages

Edward Tse
2/15/17

One is some of the local government-owned SOEs are the sources for overcapacity. The reason is because the local government also wants to ensure there's some degree of employment locally, and perhaps some source of taxation. The Chinese government is now going to need to start the so-called supply-side economics to try to consolidate overcapacity in a number of sectors. It's going to impinge on the interests of many of these local SOEs as well as the local governments who own them.

Why SOE Reform is So Tough

Edward Tse
2/15/17

'...SOEs need to reform, because on one hand, many of them have achieved a lot for China. On the other hand, they've actually created quite a lot of harm, in particular in the areas of overcapacity but also in the areas of corruption we've talked about.'

How SOEs & Local Governments Create Overcapacity

Edward Tse
2/15/17

One is some of the local government-owned SOEs are the sources for overcapacity. The reason is because the local government also wants to ensure there's some degree of employment locally, and perhaps some source of taxation. The Chinese government is now going to need to start the so-called supply-side economics to try to consolidate overcapacity in a number of sectors. It's going to impinge on the interests of many of these local SOEs as well as the local governments who own them.

How Alibaba, Xiaomi, & Tencent are Changing the Rules of Business

Edward Tse
10/18/16

The real force in Chinese economy is increasingly private companies, not SOEs. / Leading private Chinese companies are innovative and ambitious