China’s manufacturing dominance isn’t just scale — it’s strategy. In this episode of ET Titan Talks, Deepak Ajwani (Editor, The Economic Times Digital) speaks with Dr Ram Charan (Management Guru and Advisor to CEOs and Boards) about China’s “90% model”: a playbook designed to build near‑total capacity in targeted industries, drive prices down to marginal cost, and hollow out competitors’ industrial bases without firing a shot.They unpack what many CEOs are still dangerously misreading, which sectors are closest to a 90% chokehold, and why critical chokepoints (like rare earth refining and separation) can disrupt entire value chains on shockingly short notice. Most importantly, Dr Charan shares concrete, urgent steps leaders can take to reduce dependence and build resilience.
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