“China’s 90% Model” Exposes Beijing's Devastating Strategy to Destroy American Industries and How to Fight Back - According to Charan Associates

Now Available on Amazon and in Bookstores as Trump To Meet Xi in Near Future

A new book from leading management consultant Dr. Ram Charan, of Charan Associates, examines the China business model that is devastating U.S. and European businesses and industries, while providing solutions to break the model and compete more successfully.

Kirkus Reviews has called it “an engaging and unsettling narrative of China’s economic playbook,” arriving before President Trump’s anticipated upcoming meeting with Chinese leader Xi Jinping in Beijing.

According to Charan, "The outcome is predictable: civil dialogue, continued talking, some working groups announced. But no practical resolution of the core contention. Each side wants what the other cannot give."

“The 90% Model” is a wake-up call that exposes how China’s economic excess production capacity strategy is designed to destroy competitors, not just outcompete them. And most people don’t understand it.

The book was published today by Ideapress Publishing and distributed by Simon & Schuster. It is available on Amazon and in leading U.S. bookstores. It also is available at https://ram-charan.com/china.

While there has been considerable attention paid to China’s competitive and military threat, Charan offers solutions on fighting back.

“China's strategy is brutally simple. Build enough industrial capacity to meet 90 percent of global demand in a targeted sector, undervalue the currency by about 20 percent to make exports unbeatable on price,” according to Charan, whom Fortune Magazine has called “the most important consultant alive.”

“Then flood the market with subsidized exports priced at or below marginal cost. Force competitors out of business. Dominate the sector. Then move to the next one,” he adds.

It is essential reading for CEOs navigating China exposure, board members managing geopolitical risk, policy makers shaping economic strategy, and investors allocating capital in an era of U.S. China economic warfare.

As for solutions, “America cannot win this fight alone,” says Charan. “It must come from a coordinated bloc – the United States, European Union, Japan, South Korea, Israel and the United Kingdom – an alliance commanding nearly $60 trillion in GDP, more than twice China’s sphere or roughly $25 trillion (Russia, Iran, Venezuela, North Korea and their aligned states).”

Charan says the U.S. and every country in the American Sphere must create a Department of Manufacturing and Advanced Technology, independent and singular in focus, modeled on the creation of Homeland Security after 9/11.

In the U.S., this department should be headed by a globally recognized CEO with a China context. An operator who has built and run businesses at scale. He cites leaders like Jeff Wilke (former Amazon Consumer CEO), Dave Cote (former Honeywell CEO), Andrew Liveris (former Dow Chemical CEO), Ed Breen (former DuPont CEO), Fred Hassan (former Schering-Plough CEO), or John May (John Deere CEO).

“The U.S.-China economic war is not temporary, not cyclical, but structural and existential,” Charan says. “And there is no end in sight. This is a contest that will define not just this decade but this century. The wake-up call has sounded. The only question is who is awake enough to answer it?”

About Ram Charan

Ram Charan has spent six decades working with CEOs across almost all major geographies and industries. He talks to a CEO or CXO every single day. He has advised over 50 Chinese companies and served on Chinese boards. He has warned executives about China's rise for two decades while others dismissed the threat.

Author of 36 books, including the international bestseller Execution, his work has sold over 4 million copies in 25+ languages. A Harvard Business School Baker Scholar with an MBA and doctorate from the school, Charan was recently honored as a "Global Board Legend" at the 2025 Global Corporate Governance Summit.

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