I'am an ex ChaosGroup employee and I can tell you that if there's one thing I learned while working there, it's that all these constraints are in your mind. You can find talent here. You can create a product here and sell it worldwide and be successful. You can be competetive or better than your western competition. In some ways, doing this is even easier than in the west. My view is that in order to be greatly successful, you need 3 things, no matter in what part of the world you happen to be:

1. Great idea.

2. Great timing.

3. Lots of work.

(besides the companies you listed, I could also mention coherent-labs.com, which are also global leaders in their market).