发布日期：2008.5.13

摘要

Countries covered: China, India

China and India have both established themselves as world-class competitors - not to speak of exporters - in important segments of the global economy: China in manufacturing and India in services. Both countries have climbed rapidly up the value chain in these fields. China, for example, has progressed from textiles and footwear into a huge range of technology-based products, which now account for almost one-third of the country’s total exports. India, meanwhile, has evolved from maintaining legacy computer code and doing the grunt work required with Y2K compliance into a premier source of leading-edge SOA application development and business process optimization and outsourcing.

目录及图表

Key messages

India and China’s move up the economic value chain

Initial inroads

Altering the competitive map

New horizons

R&D as the next target

China and India’s entry into high-tech R&D services

Ancient history

Reawakenings

Rapidly expanding capabilities

Reasons for investment

R&D growth drivers and inhibitors

Market growth potential

Number of qualified people

R&D quality

Government policies

IP protection

University collaboration

Funding Chinese and Indian innovation

The need for entrepreneurs

Flood of foreign capital

The role of domestic funding

China’s and India’s comparative advantages

Comparative summary

China’s infrastructure advantages

English as India’s ace

The trouble with governments

Educational landmines

India’s and China’s value-added challenges

Upgrading India’s image

The value in China’s value-add

Defining high-tech

External economic challenges

Challenges from above

Challenges from below

Raw material challenges

The ‘Chindia’ solution

The risk of single-leg growth foundations

The benefits of joining forces

A boom in Sino-Indian trade

R&D as a necessary - but not sufficient - step into a value-added future

The foundation for the next evolution of industry