Teresa Da Silva Lopes
Professor of International Business and Business History

Profile

Biography

Departmental roles

Director of the Centre for the Evolution of Global Business and Institutions (CEGBI)

Featured New Book

The Makers of Global Business

The Routledge Companion to the Makers of Global Business draws together a wide array of state-of-the-art research on multinational enterprises. The volume aims to deepen our historical understanding of how firms and entrepreneurs contributed to transformative processes of globalization.

This book explores how global business facilitated the mechanisms of cross-border interactions that affected individuals, organizations, industries, national economies, and international relations. The 37 chapters span the Middle Ages to the present day, analysing the emergence of institutions and actors alongside key contextual factors for global business development. Contributors examine business as a central actor in globalization, covering myriad entrepreneurs, organizational forms and key industrial sectors. Taking a historical view, the chapters highlight the intertwined and evolving nature of economic, political, social, technological and environmental patterns and relationships. They explore dynamic change as well as lasting continuities, both of which often only become visible—and can only be fully understood—when analysed in the long run.

CORDIS website

Trademarks and branding in Renaissance Florence

LSE Business Review

'Using third-party endorsements to build a brand's reputation: the case of British chocolate'

Research

Overview

Main research interests:

International business history, international business, international marketing and strategy, entrepreneurship and innovation, globalisation and growth and survival of firms.

Additional Topics:

Brands and branding, intellectual property rights, consumer goods, corporate strategy, evolution of industries, fair trade, foreign direct investment, governance, heritage studies, joint ventures, mergers and acquisitions, mobility, multinational enterprises, networks.

Publications

Full publications list

Books - Monographs

1. Global Brands: The Growth of Multinationals in the Alcoholic Drinks Industry (New York: Cambridge University Press, 2007). ISBN 978-0-521-83397-4.
2. Internacionalização e Concentração no Vinho do Porto, 1945-1995 (Porto: GEHVID/ICEP, 1999). ISBN 972-96896-2-8.

Edited Books

1. 'The Routledge Companion to the Makers of Global Business' with Christina Lubinski and Heidi Tworek. (London: Routledge, 2020). ISBN 978-1-138-24265-4.
2. Trademarks, Brands and Competitiveness with Paul Duguid (London: Routledge, 2010). ISBN 978-0-415-77693-6.

Refereed Journal Articles - Published

1. 'A Mercantilist brand: The British East India Company and Madeira Wine, 1756-1834,' with Benedita Camara and Robert Fredona, Business History Review (Winter 2023, forthcoming)
2. ‘Unbundling the Brand: Differentiation and the Law in the Brazilian South American Tea Industry’ with Bruna Dourado and Elizabeth S Souza, Business History (2022) https://doi.org/10.1080/00076791.2022.2036130.
3. ’Trademarks as “Global Merchants of Skill’: The Dynamics of the Japanese Match Industry, 1860s-1930s, with Shin Tomita, Business History Review 96 (Autumn 2022): 559-588,
4. ‘The Changing and Flexible nature of Imitation and Adulteration: The Case of the Global Wine Industry, 1850-1914’, with Andrea Lluch, and Gaspar Martins Pereira, Business History Review 94, no.2 (Summer,2020): 347-371.
5. 'The Nature of the Firm' – and the Eternal Life of the Brand, Enterprise & Society Vol.20, No. 4 (2019): 752-776 http://dx.doi.org/10.1017/eso.2019.63
6. ‘Organizational Innovation in the Multinational Enterprise: Internalisation Theory and Business History' with Mark Casson and Geoffrey Jones, Journal of International Business Studies, Vol. 50 (2019): 1338-1358. Read it here.
7. ‘Transaction Costs in the International Trade of Port Wine”, Entreprises & Histoire 94 (April 2019): 164-185
8. 'The ‘Disguised’ foreign investor: Brands, trademarks and the British expatriate entrepreneur in Brazil’ with C.G. Guimaraes, A. Saes, and L. Saraiva, Business History Vol. 60, No.8 (2018): 1171-1195. ISSN: 0007-6791
9. 'Foreign Investment in Portugal in Knowledge Spillovers: From the Methuen Treaty to the Twenty First Century’ with V. Simoes, Business History (2017): published online (ISSN: (ISSN: 1743-7938), (2020) 62 (7): 1079-1106.
10. ‘Building brand reputation through third-party endorsement: Fair trade in British chocolate’, Business History Review Vol. 40, No.3 (Autumn 2016): 457-482 ISSN: 0007-6805.
11. ‘A systems view of corporate diversification’, International Studies of Management and Organization, Vol. 45, N.4 (2015):342-358. ISSN 0020-8825.
12. 'Trademarks and British dominance in consumer goods, 1876-1914', with Paulo Guimaraes, Economic History Review, Vol.67, 3 (2014):793-817. ISSN: 1468-0289.
13. 'Foreign direct investment in high-risk environments: an historical perspective,' with Mark Casson, Business History, Vol.55, No.3 (2013): 375-404. ISSN: 0007-6791.
14. 'Brand protection and globalization of British business', with Mark Casson, Business History Review, Vol.86, No.2 (2012): 287-310. ISSN: 0007-6805.
15. 'Behind the Brand', with Paul Duguid, Business History Review, Vol.86, No.2 (2012): 235-238. ISSN: 0007-6805.
16. ‘The entrepreneur, ownership advantages and the eclectic paradigm’, Multinational Business Review, Vol.18, No.1 (2010): 71-87. ISSN: 1525-383X.
17. ‘Markets, knowledge and trade in brands’, Global Business and Economics Review, Vol.10, No.4 (2008): 449-466. ISSN: 1097-4954.
18. ‘Entrepreneurship and the development of global brands’, with Mark Casson, Business History Review, Vol. 81 (Winter 2007);published both electronically and in print after 2008: 651-680. ISSN: 0007-6805.
19. ‘Entrepreneurship, brands and the development of global business’, with Mark Casson, Organizacoes e Contexto, 3 (6) (December 2007): 180-213. ISSN: 1809-1040. Henrietta Larson Article Award Winner.
20. ‘Competing with multinationals: strategies of the Portuguese alcohol industry’, Business History Review, Vol. 79 (Autumn 2005): 559-585. ISSN: 0007-6805.
21. 'A piacoktól és hierarchiáktól a szövetségek felé: Értékesítés a globális szeszesital-ágazatban, 1960-2004.', Aetas, Vol.1, No.2. (2005): 29-43. ISSN: 0237-7934.
22. ‘The growth and survival of multinationals in the global alcoholic beverages industry’, Enterprise and Society, Vol.4, No.4 (2003): 592-98. ISSN: 1467-2227.
23. ‘Brands and the evolution of multinationals in alcoholic beverages’, Business History, Vol.44, No.3 (2002): 1-30. ISSN: 0007-6791.
24. ‘A evolução das estruturas internacionais de comercialização de vinho do Porto no século XX’, Revista de História Económica e Social, Série 2, No.1 (2001): 91-132. ISSN: 0870-6077.
25. ‘A marca e a internacionalização do vinho do Porto’, with Álvaro Aguiar, Douro – Estudos e Documentos, No.9 (2000): 119-142. ISSN: 0873-389.
26. ‘Ambiguous company: institutions and organizations in the port wine trade, 1814-1834’, with Paul Duguid, Scandinavian Journal of Economic History, Vol.47, No.1 (1999): 84-102. ISSN: 0358-5522
27. ‘The impact of multinational investment on alcohol consumption since the 1960s’, Business and Economic History, Vol.28, No.2 (1999): 109-122. ISSN: 0894-6825
28. ‘Estudo de caso - Poças Junior’, Douro - Estudos e Documentos, No.4 (1997): 337-356. ISSN: 0873-389.

Chapters in edited Books

1.  ‘Business History in International Business’, in Donald Bergh (Ed.). Oxford Research Encyclopedia in Business and Management. (Oxford: Oxford University Press, 2023, forthcoming).
2. 'Commercial Marks and Signs in European Jurisprudence, 1300-1600’ with Robert Fredona. In Lionel Bently and Robert Bone (eds.), History of Trade Mark Law (London: Edward Elgar, 2023).
3. ‘The ‘disguised’ foreign investor: Brands, Trademarks an the British Expatriate Entrepreneur in Brazil”, with C. G. Guimaraes, A; Saes and L. F. Saraiva, in P. Saiz and R. Castro (eds). The Brand and its History. London: Routledge 2022.
4. 'Brands and the Dynamics of Industries’, in G. M. Pereira and C. Sequeira (Eds.) Marcas e Denominações de Origem: História e Identidade. Porto: CITCEM, 2022.
5. 'Extraordinary Risk Management in International Business Strategy: Why History Matters’, in R. van Tulder, A. Verbeke, L. Piscitello, and J. Puck (eds.). International Business in Times of Crisis Tribute Volume to Geoffrey Jones (Bingley: Emerald, 2022): 97-110.
6. 'International Business History and the Strategy of Multinational Enterprises: How History Matters’, with G. Jones. In K. Mellahi, K. Meyer, R. Narula, I. Surdu, and A. Verbeke. (Eds.) The Oxford Handbook of International Business Strategy. (Oxford, Oxford University Press, 2021): 37-55.
7. 'Introduction to the Makers of Global Business' with Chistina Lubinski and Heidi Tworek, in Teresa da Silva Lopes, Christina Lubinski and Heidi Tworek (eds.) The Routledge Companion to the Makers of Global Business (London: Routledge, 2019): 3-16.
8. 'Imitation and the Case of the Global Wine Industry' with Andrea Lluch and Gaspar Martins Pereira, in Teresa da Silva Lopes, Christina Lubinski and Heidi Tworek (eds.) The Routledge Companion to the Makers of Global Business (London: Routledge, 2019): 502-515.
9. ‘Formas de entrada nos mercados internacionais: a evolução dos canais de distribuição de vinho do Porto no século XX’, in François Guichard (ed.), O Vinho do Porto e o Douro no século XX (Porto: GEHVID/Afrontamento, 2019).
10. ‘A transformação dos mercados de vinho do Porto’, in François Guichard (ed.), O Vinho do Porto e o Douro no século XX (Porto: GEHVID/Afrontamento, 2019).
11. ‘Imitation, brand protection and the globalisation of British business’ with Mark Casson, in Mark Casson (ed.) The Multinational Enterprise - Theory and History (Cheltenham: Edward Elgar, 2018).
12.  ‘Foreign direct investment in high risk environments: a theoretical perspective’ with Mark Casson, in Mark Casson (ed.) The Multinational Enterprise - Theory and History (Cheltenham: Edward Elgar, 2018).
13. ‘Foreign direct investment in high-risk environments: an historical perspective’, with Mark Casson, in Mark Casson (ed.) The Multinational Enterprise - Theory and History (Cheltenham: Edward Elgar, 2018).
14. ‘Global brands and corporate dominance in consumer goods’, in Birgitte Andersen (ed.), The Intellectual Property Rights Domain in Contemporary Capitalism (London: Routledge, forthcoming).
15. 'Brands and Competitiveness' in Teresa da Silva Lopes and Paul Duguid (eds.), Trademarks, Brands and Competitiveness (London: Routledge,2010). ISBN 978-0-415-77693-6.
16. 'Reading registrations: An overview of 100 years of Trademark Registration in France, the United Kingdom, and the United States', with P. Duguid and J. Mercer, in Teresa da Silva Lopes and Paul Duguid (eds.), Trademarks, Brands and Competitiveness (London: Routledge,2010). ISBN 978-0-415-77693-6.
17. ‘Entrepreneurship, Brands and the Development of Global Business’ (with Mark Casson), Mark Casson (ed.) Entrepreneurship: Theory, Networks and History (Aldershot: Edward Elgar, 2009). ISBN 978-1849800396.
18. ‘Corporate governance in the global alcoholic beverages industry’, in and Susanna Fellman, Antti Kuusterä and Eero Vaara (eds.), Historical Perspectives on Corporate Governance (Helsinki: The Finish Society of Science and Letters, 2008).
19. ‘Instituições, sobrevivência e cresimento empresarial no Vinho do Porto, 1960- 2006’, in Gaspar Martins Pereira (ed.), Douro Contemporâneo (Porto: GEHVID/Afrontamento, 2006).
20. ‘Os mercados de vinho do Porto’, in Gaspar Martins Pereira (ed.), O Vinho do Porto (Porto: Afrontamento, 2003).
21. ‘Brands, mergers and acquisitions in the alcoholic beverages industry’, in Hubert Bonin et al (eds.), Transnational Companies (Paris: PLAGE, 2001).
22. ‘Divide and rule: regulation and response in the port wine trade, 1812-1840’, with Paul Duguid in Terry Gourvish (ed.), European Yearbook of Business History, No.3 (Ashgate: Aldershot, 2000).
23. ‘The company you keep: the Port trade in the declining years of the wine company, 1812-1840’, with Paul Duguid, in Alberto Vieira (ed.), Os Vinhos Licorosos e a História (Funchal: CEHA, 1998).

Review Articles

1. History of Fair Trade i Contemporary Britain - From Civil Society Campaigns to Corporate Compliance, by Matthew Anderson (Basingstoke: Palsgrave, 2015), in Business History Review, Vol.90, No.3 (Autumn 2016)
2. A Business History of the Swatch Group: The Rebirth of Swiss Watchmaking and the Globalization of the Luxury Industry, by Pierre-Yves Donzé (Basingstoke: Palsgrave, 2014), in Business History Review, Vol.89, No.2 (Summer 2015).
3. Creating Wine: The Emergence of a World Industry, 1840-1914, by James Simpson (Princeton: Princeton University Press, 2011), in Business History Review, Vol.87, No.2 (Summer 2013): 386-389.
4. Food Chains: From Farmyard to Shopping Cart, by Warren Belasca and Roger Horowitz (eds.) (Philadelphia: University of Pennsylvania Press, 2008), in Business History Review, Vol.83 (1) (2009) : 375-378.
5. Tribute to Charles Harvey’, with J. Wilson, S. Toms, J. Press and A. Popp, in Business History,  Vol. 50 (2008) No.1: 1-3.
6. Strategic and Organization Change – From production to Retailing in UK Brewing 1950-1990, by Alistair Mutch (London: Routledge, 2006) in Business History, Vol.49, No.2 (2007).
7. The US Brewing Industry – Data and Economic Analysis, by Victor J. Tremblay and Carol Horton Tremblay (Boston Mass: MIT Press, 2005), in Business History, Vol.48, No.3 (July, 2006): 439-440.
8. A indústria Portuguesa e os seus dirigentes, by Manuel Lisboa (Lisboa: Educa, 2002), in Business History Review, Vol.78, No.2 (2004): 170-72.
9. Alliance capitalism and corporate management, by John H. Dunning and Gavin Boyd, eds. (Cheltenham: Edward Elgar, 2003), in Business History, Vol.46, No.1 (2004): 139-140.
10. Brand New: How entrepreneurs earned consumers’ trust from Wedgwood to Dell, by Nancy Koehn (Boston, Mass: Harvard Business School Press, 2001), in Business History, Vol.44, No.2 (2002): 157-8.
11. British wine merchants in Porto prior to the Methuen Treaty, by Pedro de Brito (Associação Luso-Britânica, 2000), in Business History, Vol.43, No.4 (2001): 127-28.
12. Brand new, by Jane Pavitt (London: V&A Publications, 2000), in Business History, Vol.43, No.3 (2001): 175.
13. Guinness 1886-1939: From incorporation to the Second World War, by S.R. Dennison and O. MacDonagh (Cork: Cork University Press, 1998), in Business History Review, Vol.73, No.4, (1999): 771-773.

Working Papers

1. ‘Using history to help refine international business theory: ownership advantages and the eclectic paradigm’, working paper 54 (PDF , 196kb)‌‎ Teresa da Silva Lopes, March 2010
2. ‘Shifting Patterns in Marks and Registration: France, the United States and the united Kingdom, 1870-1970’, (with Paul Duguid et al), Centre for Globalisation Research Working Papers, Queen Mary, University of London, No.21 (August 2008). ISSN 1755-5892.
3. ‘Global management and the strategic role of brands’, Centre for Globalisation Research Working Papers, Queen Mary, University of London, No.10 (April 2008). ISSN 1755-5892
4. ‘Entrepreneurship, brands and the development of global business’, with Mark Casson, Centre for Globalisation Research Working Papers, Queen Mary, University of London, No.2 (September 2007). ISSN 1755-5892
5. 'Evolution of corporate governance in global industries: The case of multinationals in alcoholic beverages’, Discussion Papers in Economic and Social History, All Souls, University of Oxford, No. 53 (February, 2004).
6. ‘Growth and survival in the alcoholic beverages industry’, Discussion Papers in International Investment & Management, The University of Reading Department of Economics, Vol. XIII, No.292 (2001-2002).
7. ‘MNEs and the internationalisation of the alcoholic beverages industry’, Discussion Papers in International Investment & Management, The University of Reading Department of Economics, No.277 (1999).

Other Publications – Conference Proceedings

I have presented at over 50 conferences. Below is a list of some of the publications that resulted from those conferences.

1. ‘Economic Integration and the Development of Portuguese Multinationals’, World Economic History Congress, Session Q4.Utrecht, 3-7 August 2009), available on website.
2. ‘The eternal lives of brands’, CHARM – Conference on Historical Analysis & Research in Marketing, Conference Proceedings (2007).
3. ‘Entrepreneurship, trademarks and the development of global businesses’, with Paul Duguid, International Economic History Congress, session 40 (Helsinki, 21-25 August 2006), available on website.
4. ‘Instituições, sobrevivência e cresimento empresarial no Vinho do Porto, 1960- 2006’, Meeting ‘Douro Contemporâneo’ organized by GEHVID, Faculdade de Letras das Universidade do Porto, Conference Proceedings (Porto, May 2006).
5. ‘Institutions, leadership and long-term survival: the case of Portugal and alcoholic beverages’, Proceedings of the European Business History Annual Meeting Universitat Pompeu Fabra, CD ROM (Barcelona, September 2004).
6. ‘Diversification strategies in the global alcoholic drinks industry’, Competitive paper presented and in the Proceedings of the European International Business Academy, CD ROM (Athens, December 2002).
7. ‘Corporate governance in the global alcoholic beverages industry’, in Proceedings of the European Business History Annual Meeting, CD ROM (Helsinki, August 2002).
8. ‘Growth and survival in the alcoholic beverages industry’, European Business History Association Conference 2001, CD ROM (Oslo, August 2001).
9. ‘Mercados de vinho do Porto no século XX’, Simpósio - A Vinha e o Vinho na Cultura da Europa, Conference Proceedings (Porto, September, 2001).
10. ‘Brands and the evolution of multinationals in alcoholic beverages’, in Proceedings from European Business in the Global Network - Annual Conference of the European International Business Academy, CD ROM (Maastricht, December 2000).
11. ‘A evolução das estruturas internacionais de comercialização de vinho do Porto no século XX’, in Fátima Brandão, Álvaro Aguiar, Octávio Figueiredo, Rui Pedro Esteves, Carlos Damas, (eds.), Linhas de Rumo da História Económica em Portugal, XX: Encontro da Associação Portuguesa de História Económica e Social, Vol.1 (Porto: 2000).
12. ‘A especificidade da marca na internacionalização do vinho do Porto”, with Álvaro Aguiar, 7º Encontro Nacional de Economia Industrial, Conference Proceedings (Vila Real October 1998).
13. ‘A importância da especificidade dos activos na internacionalização das empresas portuguesas: o caso do vinho do Porto’, with Álvaro Aguiar, in Actas do II Encontro de Economistas de Língua Portuguesa, Conference Proceedings (Macau, June 1998).

Other Publications – Media

I have been editor of the newsletter of the Association of Business Historians, which is the largest British association in this field. I have also published articles in other academic newsletters such as Business at Oxford, the magazine of the Saïd Business School, and the Newsletter of the European Business History Association. I am listed in the Directory ‘Who’s Who in Business Higher Education’ and have also appeared widely on the news in Portugal as a consequence of having been nominated the ‘Woman of the Year’ in Portugal in 1997.

1. 'The Penguin in Chains - Brands and Trademarks in an Open Innovation World' with Paul Duguid, Big Innovation Centre- Blog, Work Foundation (5 December 2011).
2. ‘Spirits and beer multinationals invest in wine’, Oxford Analytica (February 2005).
3. ‘Forever young: strategy and ownership in the life of global brands’, Business at Oxford, 4 (Michaelmas 2003), 8-9.
4. ‘ The growth and survival of multinationals in the global alcoholic beverages industry’ EBHA Newsletter, 18 (2003), 15-18.
5. ‘Conference Report for the European Business History Annual Meeting on Business and Knowledge’, EBHA Newsletter, 14 (2002), 19-21.
6. ‘Global drink - The evolution of multinational strategies in the alcoholic beverages industry’, Enterprise and Society, Vol.1, No.4 (2000): 838.
7. ‘Country Report: ‘Business history in Portugal’, EBHA Newsletter, 9 (1999): 5-6.

Teaching

Postgraduate

PhD - Teaching and Supervision

• Supervision of PhD students
• Interdisciplinary Approaches to Management Research (code: 2780337) - Course Lecturer
• Internal and external examiner of PhD dissertations (in the United Kingdom, Portugal, Spain and France)
• Internal and external member of Thesis Advisory Panels

PhD - Examiner

• Internal and external examiner at various institutions in the UK (England and Scotland), and External examiner in Brazil, Belgium, France, Malaysia, Portugal and Spain.

Professor Teresa da Silva Lopes was awarded a Highly Commended Excellence Award for the Supervisor of the Year 2014 and in 2021

Postgraduate - Teaching and Supervision

• Global Marketing (code: 2780370) - Course Convenor
• International Business Strategy (code: 2780366) - Course Convenor
• International Business in the Global Context  (MAN00017M)- Course Convenor
• Dissertation supervision(code: MAN00010M)

Previously Taught Modules

• PhD Programme at the University of Barcelona (PhD)
• PhD summer EBHA school (PhD)
• Multinationals and Global Business (postgraduate)
• International Marketing and Strategy (postgraduate)
• International Business (undergraduate)
• International Business Environment (undergraduate)
• Marketing (undergraduate)
• Introduction to Management (undergraduate)
• Corporate Strategy (undergraduate)
• Business Policy (undergraduate)
• Financial auditing (undergraduate)
• Advanced Research Methods (undergraduate)
• Understanding Arguments in Management (undergraduate)
• Undergraduate Dissertation (undergraduate)

Supervision

• Supervision of undergraduate, masters and PhD dissertations