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      • March 2019
      • Case

      HOPI: Turkey's Shopping Companion

      By: Sunil Gupta, Donald Ngwe and Gamze Yucaoglu
      The case opens in 2017 as Onur Erbay, CEO of HOPI, a multi-vendor loyalty platform, is contemplating a critical decision. The case chronicles the origins of Boyner Group, the parent company of HOPI and a major retailer in Turkey, and development of retail and customer... View Details
      Keywords: Loyalty Programs; Multi-vendor Platform; Retail; Big Data; Customer Relationship Management; Mobile and Wireless Technology; Business Model; Analytics and Data Science; Competitive Strategy; Decision Making; Applications and Software; Digital Platforms; Technology Industry; Retail Industry; Turkey
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      Gupta, Sunil, Donald Ngwe, and Gamze Yucaoglu. "HOPI: Turkey's Shopping Companion." Harvard Business School Case 519-057, March 2019.
      • March 2019
      • Case

      Dabur India: Growing Professional Management from Family Roots

      By: Suraj Srinivasan, Namrata Arora and Jonah Goldberg
      The case opens in December of 2018, with Sunil Duggal, the CEO of Dabur India (a multinational consumer goods conglomerate with a focus in Ayurvedic products) contemplating who should succeed him at the head of the company. The new CEO will have been the first since... View Details
      Keywords: Family Business; Management Succession; Multinational Firms and Management; Business Growth and Maturation
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      Srinivasan, Suraj, Namrata Arora, and Jonah Goldberg. "Dabur India: Growing Professional Management from Family Roots." Harvard Business School Case 119-089, March 2019.
      • February 2019 (Revised January 2020)
      • Case

      Pierre Foods Acquisition of Advance Foods (A)

      By: Guhan Subramanian and Mike Harmon
      This case (A), and its related cases (B-E), establish a setting to discuss an M&A transaction and some of the key legal contracts that are associated with it. In 2010, private equity backed food manufacturer Pierre Foods is contemplating the acquisition of a key... View Details
      Keywords: Mergers and Acquisitions; Contracts; Agreements and Arrangements; Negotiation; Complexity
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      Subramanian, Guhan, and Mike Harmon. "Pierre Foods Acquisition of Advance Foods (A)." Harvard Business School Case 919-022, February 2019. (Revised January 2020.)
      • February 2019 (Revised March 2019)
      • Case

      Banorte and the Capital Call Facility: Infrastructure Finance in Mexico

      By: John D. Macomber, Carla Larangeira and Fernanda Miguel
      As a result of Mexico´s pension industry deregulation, pension funds were able to invest in energy and infrastructure projects through a variety of financial instruments, particularly through Capital Development Certificates (CKDs), an asset class that served as a... View Details
      Keywords: Financial Products; Fund Management; Capital Call Facility; Pension Funds; Infrastructure; Energy; Finance; Decision Making; Investment Funds; Financial Instruments; North America; Mexico
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      Macomber, John D., Carla Larangeira, and Fernanda Miguel. "Banorte and the Capital Call Facility: Infrastructure Finance in Mexico." Harvard Business School Case 219-049, February 2019. (Revised March 2019.)
      • January 2019 (Revised January 2022)
      • Case

      Chinese Infrastructure Investments in Sri Lanka: A Pearl or a Teardrop on the Belt and Road?

      By: Meg Rithmire and Yihao Li
      In 2015, a surprise presidential election result seemed to imperil Chinese investments in Sri Lanka, which were associated with China’s Belt and Road Initiative to build global infrastructure. In the previous decade, China had undertaken two major projects in the... View Details
      Keywords: Belt And Road Initiative; Investment; Infrastructure; China; Sri Lanka
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      Rithmire, Meg, and Yihao Li. "Chinese Infrastructure Investments in Sri Lanka: A Pearl or a Teardrop on the Belt and Road?" Harvard Business School Case 719-046, January 2019. (Revised January 2022.)
      • January 2019 (Revised December 2020)
      • Case

      Angola Starts Now

      By: Jeremy Friedman and Sophus A. Reinert
      After five centuries of colonialism, four decades of civil war, an extended experiment with Marxism-Leninism, and nearly four decades of rule by a single man, José Eduardo Dos Santos, Angola finally has a chance to realize its enormous economic potential. A country... View Details
      Keywords: Development Economics; Government and Politics; History; Governing Rules, Regulations, and Reforms; Social Issues; Angola
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      Friedman, Jeremy, and Sophus A. Reinert. "Angola Starts Now." Harvard Business School Case 719-007, January 2019. (Revised December 2020.)
      • 2019
      • Working Paper

      Understanding Different Approaches to Benefit-Based Taxation

      By: Robert Scherf and Matthew C. Weinzierl
      The normative principle of benefit-based taxation has exerted substantial influence on many areas of public finance, but it has been largely set aside in the modern theoretical approach to optimal income taxation, where welfarist objectives dominate. A prerequisite for... View Details
      Keywords: Benefit-based Taxation; Taxation; Theory
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      Scherf, Robert, and Matthew C. Weinzierl. "Understanding Different Approaches to Benefit-Based Taxation." Harvard Business School Working Paper, No. 19-070, January 2019. (Revised August 2019.)
      • January 2019 (Revised July 2019)
      • Case

      New Balance: Managing Orders and Working Conditions

      By: Michael W. Toffel, Eileen McNeely and Matthew Preble
      New Balance Athletics, Inc., a major U.S.-based athletic footwear and apparel brand, sources most of its footwear products from independent suppliers whose factories are located in China, Indonesia, and Vietnam. Monica Gorman, vice president of responsible leadership... View Details
      Keywords: Footwear; Athletic Footwear; Manufacturing; CSR; Sustainability; Quality Management; Supply Chains; Operations; Management; Production; Working Conditions; Corporate Social Responsibility and Impact; Labor and Management Relations; Supply Chain Management; Supply Chain; Order Taking and Fulfillment; Apparel and Accessories Industry; Consumer Products Industry
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      Toffel, Michael W., Eileen McNeely, and Matthew Preble. "New Balance: Managing Orders and Working Conditions." Harvard Business School Case 619-002, January 2019. (Revised July 2019.)
      • January 2019 (Revised October 2019)
      • Case

      Rural Taobao: Alibaba's Expansion into Rural E-Commerce

      By: Tarun Khanna, Ryan Allen, Adam Frost and Wesley Koo
      Alibaba's Rural Taobao initiative had been launched in 2014 as a public service initiative to increase e-commerce adoption in China’s remote rural areas. In the first two iterations of the initiative, dubbed “1.0” and “2.0,” Alibaba had partnered with local businesses... View Details
      Keywords: Strategy; Business Growth; Ecommerce; Corporate Social Responsibility; Business And Government; Emerging Market; Digital Platforms; Internet and the Web; Emerging Markets; Rural Scope; Growth and Development Strategy; Competitive Strategy; Corporate Social Responsibility and Impact; Business and Government Relations; Decision Making; E-commerce; China
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      Khanna, Tarun, Ryan Allen, Adam Frost, and Wesley Koo. "Rural Taobao: Alibaba's Expansion into Rural E-Commerce." Harvard Business School Case 719-433, January 2019. (Revised October 2019.)
      • Article

      Oral History and the Business History of Emerging Markets

      By: Geoffrey Jones and Rachael Comunale
      This article highlights the benefits that rigorous use of oral history can offer to research on the contemporary business history of emerging markets. Oral history can help fill some of the major information voids arising from the absence of a strong tradition of... View Details
      Keywords: Oral History; Corruption; Business History; Emerging Markets; Entrepreneurship; Globalization; Business and Government Relations; Government and Politics; Asia; Africa; Latin America
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      Jones, Geoffrey, and Rachael Comunale. "Oral History and the Business History of Emerging Markets." Enterprise & Society 20, no. 1 (March 2019): 19–32.
      • 2019
      • Chapter

      Teams and Team Effectiveness in Health Services Organizations

      By: Bruce J. Fried and Amy C. Edmondson
      Book Abstract: Completely updated to address the challenges faced by modern health care organizations, this edition of Shortell and Kaluzny's Health Care Management: Organization Design and Behavior offers a more global perspective on how the United States and... View Details
      Keywords: Groups and Teams; Performance Effectiveness; Health; Health Industry
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      Fried, Bruce J., and Amy C. Edmondson. "Teams and Team Effectiveness in Health Services Organizations." Chap. 5 in Shortell & Kaluzny's Health Care Management: Organization Design and Behavior. 7th ed., edited by Lawton Robert Burns, Elizabeth H. Bradley, and Bryan Jeffrey Weiner, 98–131. Boston, MA: Cengage Learning, 2019.
      • December 2018
      • Case

      Corporate Transformation at Merck KGaA, Darmstadt, Germany

      By: Joseph B. Fuller, Amy C. Edmondson, Daniela Beyersdorfer and Tonia Labruyere
      When Stefan Oschmann became CEO and chairman of the executive board of Merck KGaA, Darmstadt, Germany, in 2016, the company had started its transformation from a mid-tier traditional German industry player to a global modern science and technology player. The... View Details
      Keywords: Corporate Governance With Family Ownership; Transformation; Change Management; Restructuring; Corporate Governance; Family Ownership
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      Fuller, Joseph B., Amy C. Edmondson, Daniela Beyersdorfer, and Tonia Labruyere. "Corporate Transformation at Merck KGaA, Darmstadt, Germany." Harvard Business School Case 319-072, December 2018.
      • December 2018
      • Case

      The Swedish Academy #MeToo Scandal and the Reputation of the Nobel Prize

      By: Stephen A. Greyser and Mats Urde
      This case focuses on the potential for “reputational contagion” to the Nobel Prize from a scandal affecting one of its independent network member entities, the Swedish Academy. The latter is responsible for selecting the Nobel Prize in Literature, by appointment of... View Details
      Keywords: Nobel Prize; Swedish Academy; Scandal; Reputation; Brands and Branding; Crisis Management
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      Greyser, Stephen A., and Mats Urde. "The Swedish Academy #MeToo Scandal and the Reputation of the Nobel Prize." Harvard Business School Case 919-409, December 2018.
      • December 2018 (Revised January 2020)
      • Case

      Husk Power: Scaling the Venture

      By: Benjamin N. Roth, Joseph B. Lassiter III and Natalia Rigol
      In January 2018, Manoj Sinha—founder and CEO of Husk Power—was contemplating raising $20 million to scale operations for a second time. From 2007 through 2013, Husk built 80 biomass waste plants that provided electricity to 250,000 villagers and shop owners spread... View Details
      Keywords: Scaling; Energy; Entrepreneurship; Emerging Markets; Growth and Development Strategy; Energy Industry; India
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      Roth, Benjamin N., Joseph B. Lassiter III, and Natalia Rigol. "Husk Power: Scaling the Venture." Harvard Business School Case 819-069, December 2018. (Revised January 2020.)
      • December 2018
      • Case

      CIR Group: Passing Wealth through the Generations

      By: Lauren Cohen, Christopher J. Malloy and Elena Corsi
      Rodolfo, Marco, and Edoardo De Benedetti had received from their father his controlling shares in COFIDE, a publicly listed holding company that held 45.8% of CIR Group, another publicly listed holding. The latter held majority shares in GEDI, Italy’s largest print... View Details
      Keywords: Succession Planning; Transferring Shares; Wealth Management; Holding Structures; Family Ownership; Ownership Stake; Management Succession; Governing and Advisory Boards; Policy; Media and Broadcasting Industry; Health Industry; Italy
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      Cohen, Lauren, Christopher J. Malloy, and Elena Corsi. "CIR Group: Passing Wealth through the Generations." Harvard Business School Case 219-060, December 2018.
      • 2018
      • Article

      Insight into Gender Differences in STEM: Evidence from Peer Reviews in an Engineering Class

      By: Jacqueline N. Lane, Bruce Ankenman and Seyed Iravani
      As the service industry moves toward self-service, peer feedback serves a critical role in this shift for educational services. Peer feedback is a process by which students provide feedback to each other. One of its major benefits is that it enables students to become... View Details
      Keywords: Peer Review; Peer Feedback; STEM Education; Anonymity; Education; Gender; Education Industry
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      Lane, Jacqueline N., Bruce Ankenman, and Seyed Iravani. "Insight into Gender Differences in STEM: Evidence from Peer Reviews in an Engineering Class." Service Science 10, no. 4 (2018): 442–456.
      • November 2018 (Revised June 2019)
      • Case

      ofo

      By: Mitchell Weiss
      Dai Wei and his co-founders grew Beijing-based ofo from a school-based startup to a bike-share behemoth in a matter of months, topped an all-out market-share battle fueled with almost $1 billion in venture capital, provided 2 billion bicycle rides, soaked up the... View Details
      Keywords: Ofo; Bikeshare; Scale; Platforms; Government As A Platform; Platform Mechanics; Dai Wei; Dockless Bikes; Mobike; Bike-share; Online-to-offline; Mobility; Digital Platforms; Infrastructure; Transportation; Bicycle Transportation; Growth and Development Strategy; Bicycle Industry; China; Beijing
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      Weiss, Mitchell. "ofo." Harvard Business School Case 819-063, November 2018. (Revised June 2019.)
      • 2018
      • Working Paper

      Oral History and Writing the Business History of Emerging Markets

      By: Geoffrey Jones and Rachael Comunale
      This working paper highlights the benefits that rigorous use of oral history can offer to research on the contemporary business history of emerging markets. Oral history can help fill some of the major information voids arising from the absence of a strong tradition of... View Details
      Keywords: Oral History; Business History; Research; Emerging Markets
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      Jones, Geoffrey, and Rachael Comunale. "Oral History and Writing the Business History of Emerging Markets." Harvard Business School Working Paper, No. 19-056, November 2018.
      • November 2018
      • Case

      The Bundesliga in the U.S.

      By: Stephen A. Greyser, Sascha L. Schmidt and Florian Holzmayer
      The Bundesliga, Germany’s premier football (soccer) league, is assessing its global broadcast and marketing strategy, with special focus on the very lucrative but highly competitive U.S. market. Its CEO Christian Seifert believed that a strong international position... View Details
      Keywords: Media; Sports; Global Strategy; Marketing Strategy; Competitive Strategy; Media and Broadcasting Industry; Sports Industry; United States
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      Greyser, Stephen A., Sascha L. Schmidt, and Florian Holzmayer. "The Bundesliga in the U.S." Harvard Business School Case 919-406, November 2018.
      • Article

      Business, Governments and Political Risk in South Asia and Latin America since 1970

      By: G. Jones and Rachael Comunale
      This article contributes to the literature on political risk in business and economic history by examining both new perspectives (risk encountered by companies domestically, rather than risk for foreign investors) and new settings (emerging markets economies in Latin... View Details
      Keywords: Political Risk; Emerging Market; Bribery; Business & Government Relations; Turbulence; Violence; Risk and Uncertainty; Emerging Markets; Crime and Corruption; Business and Government Relations; Business History; India; Latin America
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      Jones, G., and Rachael Comunale. "Business, Governments and Political Risk in South Asia and Latin America since 1970." Australian Economic History Review 58, no. 3 (November 2018): 233–264.
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