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  • All HBS Web  (4,031)
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    • News  (856)
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  • January 2005 (Revised June 2005)
  • Background Note

Reading the Balance of Payments

By: Louis T. Wells Jr.
Describes the construction of the balance of payments and defines frequently used measures taken from the balance of payments. View Details
Keywords: International Finance; Accounting
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Wells, Louis T., Jr. "Reading the Balance of Payments." Harvard Business School Background Note 705-025, January 2005. (Revised June 2005.)
  • December 1982 (Revised July 1985)
  • Case

Kennedy and the Balance of Payments

By: David B. Yoffie
In 1960, the United States was facing a balance of payments problem. Gold reserves were being drained, American products were losing competitiveness, and the dollar was under attack. This case analyzes the roots of this problem, provides an opportunity to discuss in... View Details
Keywords: Problems and Challenges; Accounting; Macroeconomics; Money; Currency; Trade; United States
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Yoffie, David B. "Kennedy and the Balance of Payments." Harvard Business School Case 383-073, December 1982. (Revised July 1985.)
  • January 1997 (Revised December 1998)
  • Background Note

Note on the Balance of Payments

By: Louis T. Wells Jr.
Describes the construction of the balance of payments and defines frequently used measures taken from the balance of payments. View Details
Keywords: Financial Statements; International Finance
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Wells, Louis T., Jr. "Note on the Balance of Payments." Harvard Business School Background Note 797-091, January 1997. (Revised December 1998.)
  • August 1977 (Revised February 1981)
  • Background Note

Introduction to Balance of Payments Analysis

By: Bruce R. Scott
Minimal background to permit interpretation of positive or negative balances in the key summary accounts of a balance of payments statement; also to permit relating these balances and relevant supporting detail to a possible national development strategy. Designed for... View Details
Keywords: Accounting; Development Economics; Planning; Accounting Industry; Canada
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Scott, Bruce R. "Introduction to Balance of Payments Analysis." Harvard Business School Background Note 378-043, August 1977. (Revised February 1981.)
  • November 2019
  • Article

A Review of Bundled Payments in Total Joint Replacement

By: Olivia Manickas-Hill, Kevin J. Bozic and Thomas W. Feeley
The Bundled Payments for Care Improvement (BPCI) initiative, developed by the U.S. Center for Medicare & Medicaid Innovation, aims to reduce health care expenditures while maintaining or improving patient outcomes.
Several published reports evaluating the impact... View Details
Keywords: Bundled Payments; Health Care and Treatment; Cost Management
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Manickas-Hill, Olivia, Kevin J. Bozic, and Thomas W. Feeley. "A Review of Bundled Payments in Total Joint Replacement." Journal of Bone and Joint Surgery Reviews 7, no. 11 (November 2019).
  • April 2021 (Revised June 2021)
  • Case

Balancing Act: Deborah Lovich (A)

By: David G. Fubini and Patrick Sanguineti
Deborah Lovich, Partner at the Boston Consulting Group (BCG), has been given the opportunity of a lifetime: to join the firm's Executive Committee as its youngest member and only current woman, as well as just the second woman in its history. Encouraged by her mentors,... View Details
Keywords: Work/life Balance; Work/family Balance; Work-Life Balance; Family and Family Relationships; Personal Development and Career
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Fubini, David G., and Patrick Sanguineti. "Balancing Act: Deborah Lovich (A)." Harvard Business School Case 421-060, April 2021. (Revised June 2021.)
  • 1994
  • Working Paper

The Balance of Payments Question: Versailles and After, 1919–1932

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Ferguson, Niall. "The Balance of Payments Question: Versailles and After, 1919–1932." University of California Center for German and European Studies Working Paper, No. 5.23, January 1994.
  • Forthcoming
  • Article

FinTech Lending and Cashless Payments

By: Pulak Ghosh, Boris Vallée and Yao Zeng
Borrower's use of cashless payments both improves their access to capital from FinTech lenders and predicts a lower probability of default. These relationships are stronger for cashless technologies providing more precise information, and for outflows. Cashless payment... View Details
Keywords: Fintech; Lending; Payments; Data Sharing; Financing and Loans; Information Technology; Banks and Banking; Business Model
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Ghosh, Pulak, Boris Vallée, and Yao Zeng. "FinTech Lending and Cashless Payments." Journal of Finance (forthcoming).
  • September 2018 (Revised January 2020)
  • Case

Apple Pay and Mobile Payments in Australia (A)

By: Feng Zhu, Susan Athey and David Lane
In summer 2016, four of Australia’s top five banks petitioned regulators for permission to bargain collectively with Apple over the terms under which they would support its digital wallet, Apple Pay. They argued that doing so would force concessions from Apple that... View Details
Keywords: Payment Methods; Mobile Payment; Apple; Banks and Banking; Cooperation; Problems and Challenges; Policy; Digital Platforms; Banking Industry; Australia
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Zhu, Feng, Susan Athey, and David Lane. "Apple Pay and Mobile Payments in Australia (A)." Harvard Business School Case 619-010, September 2018. (Revised January 2020.)
  • March 1981 (Revised February 1983)
  • Background Note

International Banks and Balance of Payments Finance in the Mid-1970s

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Wellons, Philip A. "International Banks and Balance of Payments Finance in the Mid-1970s." Harvard Business School Background Note 381-141, March 1981. (Revised February 1983.)
  • March 1981 (Revised February 1983)
  • Background Note

Proposals to Finance Balance of Payments Deficits in the 1980s

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Wellons, Philip A. "Proposals to Finance Balance of Payments Deficits in the 1980s." Harvard Business School Background Note 381-150, March 1981. (Revised February 1983.)
  • June 2014 (Revised April 2015)
  • Case

OrthoChoice: Bundled Payments in the County of Stockholm (A)

By: Michael E. Porter, Clifford M. Marks and Zachary C. Landman
It was the waiting that drew the attention of the Stockholm County Council. In 2008, patients seeking a hip or knee replacement in Stockholm County faced wait times of up to two years of sometimes debilitating pain, intermittent missed work and income, and the trials... View Details
Keywords: Bundled Payment; Health Care Quality; Health Care; Sweden; Hip Replacement; Knee Replacement; Orthopedics; Health Care and Treatment; Health Disorders; Health; Health Industry; Sweden
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Porter, Michael E., Clifford M. Marks, and Zachary C. Landman. "OrthoChoice: Bundled Payments in the County of Stockholm (A)." Harvard Business School Case 714-514, June 2014. (Revised April 2015.)
  • June 2014 (Revised April 2015)
  • Supplement

OrthoChoice: Bundled Payments in the County of Stockholm (B)

By: Michael E. Porter, Clifford M. Marks and Zachary C. Landman
By the end of 2008, all major hospitals (one of which was private) and three private specialized orthopedic centers signed OrthoChoice contracts. In 2009, hip and knee replacements in the County of Stockholm for relatively healthy patients began being reimbursed. By... View Details
Keywords: Hip Replacement; Bundled Payment; Knee Replacement; Value Agenda; Strategy; Health Care Industry; Health; Health Care and Treatment; Health Disorders; Health Industry; Sweden
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Porter, Michael E., Clifford M. Marks, and Zachary C. Landman. "OrthoChoice: Bundled Payments in the County of Stockholm (B)." Harvard Business School Supplement 714-515, June 2014. (Revised April 2015.)
  • August 1983
  • Background Note

Balance of Payments: Accounting and Presentation

By: David B. Yoffie
Provides an overview of balance of payments accounting and analytical presentation of balance of payments data. Includes sample transactions to illustrate the application of the basic accounting principles and definitions of the standard balances. View Details
Keywords: Accounting; Analytics and Data Science; Management; Standards; Mathematical Methods
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Yoffie, David B. "Balance of Payments: Accounting and Presentation." Harvard Business School Background Note 384-005, August 1983.
  • October 2016 (Revised March 2019)
  • Case

Carrum Health: Scaling Bundled Payments

By: Robert S. Huckman and Sarah Mehta
Founded in 2014, Carrum Health helped self-insured employers located in three markets (San Diego, California; Seattle, Washington; and San Francisco, California) save money on their employees’ planned surgeries. It did so by contracting directly with top-quality... View Details
Keywords: Health Financing; Health Insurance; Value-based Healthcare Reimbursements; Bundled Payments; Innovation; Scale; Health; Health Care and Treatment; Cost Management; Growth and Development Strategy; Decision Choices and Conditions; Health Industry; California; San Francisco; San Diego; Seattle
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Huckman, Robert S., and Sarah Mehta. "Carrum Health: Scaling Bundled Payments." Harvard Business School Case 617-017, October 2016. (Revised March 2019.)
  • November 8, 2018
  • Article

Transitioning Payment Models: Fee-for-Service to Value-Based Care

By: Thomas W. Feeley and Namita Seth Mohta
In a survey of the NEJM Catalyst Insights Council in July 2018, 42% of respondents say they think value-based reimbursement models will be the primary revenue model for U.S. health care. Indeed, this transition is already happening. Respondents report that a quarter of... View Details
Keywords: Payment Methods; Value-based Healthcare Reimbursements; Health Care and Treatment; Value; Transformation
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Feeley, Thomas W., and Namita Seth Mohta. "Transitioning Payment Models: Fee-for-Service to Value-Based Care." NEJM Catalyst (November 8, 2018).
  • October 2010
  • Article

Preferring Balanced vs. Advantageous Peace Agreements: A Study of Israeli Attitudes Towards a Two-State Solution

By: Deepak Malhotra and Jeremy Ginges
The paper extends research on fixed-pie perceptions by suggesting that disputants may prefer proposals that are perceived to be equally attractive to both parties (i.e., balanced) rather than one-sided, because balanced agreements are seen as more likely to be... View Details
Keywords: Fixed Pie; Balance; Peace; Negotiation; Agreements and Arrangements; Conflict and Resolution; Government and Politics; Balance and Stability; Forecasting and Prediction; Attitudes; Israel; Palestinian state
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Malhotra, Deepak, and Jeremy Ginges. "Preferring Balanced vs. Advantageous Peace Agreements: A Study of Israeli Attitudes Towards a Two-State Solution." Judgment and Decision Making 5, no. 6 (October 2010): 420–427.
  • 2019
  • Article

Structural Balance Emerges and Explains Performance in Risky Decision-Making

By: Omid Askarisichani, Jacqueline N. Lane, Francesco Bullo, Noah E. Friedkin, Ambuj K. Singh and Brian Uzzi
Polarization affects many forms of social organization. A key issue focuses on which affective relationships are prone to change and how their change relates to performance. In this study, we analyze a financial institutional over a two-year period that employed 66... View Details
Keywords: Polarization; Structural Balance; Performance; Groups and Teams; Risk and Uncertainty; Decision Making
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Askarisichani, Omid, Jacqueline N. Lane, Francesco Bullo, Noah E. Friedkin, Ambuj K. Singh, and Brian Uzzi. "Structural Balance Emerges and Explains Performance in Risky Decision-Making." Art. 2648. Nature Communications 10 (2019): 1–10.
  • July 2019
  • Article

Evaluation of Economic and Clinical Outcomes Under Centers for Medicare & Medicaid Services Mandatory Bundled Payments for Joint Replacements

By: Derek A. Haas, Xiaoran Zhang, Robert S. Kaplan and Zirui Song
In 2016, the Centers for Medicare & Medicaid Services (CMS) launched its first mandatory bundled payment program, the Comprehensive Care for Joint Replacement (CJR) model, by randomizing metropolitan statistical areas (MSAs) into the payment model. The paper analyzed... View Details
Keywords: Medicare; Medicaid; Bundled Payments; Health Care and Treatment; Cost Management; Performance Evaluation; Outcome or Result
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Haas, Derek A., Xiaoran Zhang, Robert S. Kaplan, and Zirui Song. "Evaluation of Economic and Clinical Outcomes Under Centers for Medicare & Medicaid Services Mandatory Bundled Payments for Joint Replacements." JAMA Internal Medicine 179, no. 7 (July 2019): 924–931.
  • 2019
  • Working Paper

The Effect of Payment Choices on Online Retail: Evidence from the 2016 Indian Demonetization

By: Chaithanya Bandi, Antonio Moreno, Donald Ngwe and Zhiji Xu
The Indian banknote demonetization in 2016 was one of the most significant international events of that year. Overnight, 86% of Indian currency in circulation was declared invalid unless exchanged for new bills. The sudden and unexpected demonetization constituted a... View Details
Keywords: Cash On Delivery; Online Retail; Product Returns; Payment Methods; Digitization; Emerging Markets; Currency; Internet and the Web; Demand and Consumers; Retail Industry; India
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Bandi, Chaithanya, Antonio Moreno, Donald Ngwe, and Zhiji Xu. "The Effect of Payment Choices on Online Retail: Evidence from the 2016 Indian Demonetization." Harvard Business School Working Paper, No. 19-123, June 2019.
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