
The 90% Model: Dr. Ram Charan on China’s Manufacturing War
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42:13
China is competing on control. In this episode, Ram Charan explains the “90% Model,” a strategy designed to dominate global manufacturing through scale, pricing power, and long-term positioning.
Drawing on decades advising CEOs and global leaders, Charan breaks down how this model is reshaping industries—and what it means for business leaders navigating a fragmented, multi-polar world.
Key insights include:
- Why China is willing to lose money to gain global dominance
- How “asset-light” strategies weakened Western manufacturing
- What CEOs must do to redesign supply chains for resilience
- Why AI should be treated as a tool—not a strategy
- How leadership must evolve in an era of unprecedented scale and speed
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