Ram Charan is a world-renowned business advisor, speaker, and author who has spent decades coaching top CEOs and boards across the globe. He is the author of more than 30 books, including the bestseller Execution, and his latest, China’s 90% Model, argues that Beijing is pursuing a strategy of total industrial dominance.
In this episode, Charan outlines his controversial thesis that China’s goal is not just to compete globally—but to eliminate the industrial capacity of rival nations through what he calls the “90% model.” He explains how China uses scale, subsidies, and pricing power to dominate entire industries, from solar to electric vehicles, and warns that this strategy could reshape the global economic order.
The conversation explores whether this represents a new kind of economic warfare, why tariffs may not be effective, and what a realistic U.S. response could look like—from industry-by-industry negotiation to deeper coordination with allies. Charan also discusses the geopolitical implications of China’s rise, the risks to Western manufacturing, and what the next decade could mean for global power.