Wall Street Week Rattner’s trip to China, Nepal’s Gen-Z Uprising, Capitalism 4.0
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Dec 5, 2025 
Michael McKee, a Bloomberg correspondent with firsthand experience reporting on the Nepal protests, delves into the role social media played in mobilizing Gen Z against inequality. He shares insights on how viral content sparked a youth movement that toppled the government. Additionally, Steven Rattner discusses China's technological advancements and grim domestic struggles, warning that U.S. trade policies won't curb its growth. They also explore the evolving landscape of capitalism, contemplating potential new models and the impacts of rising corporate concentration.
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China's Two-Speed Economic Reality
- China shows a two-speed economy with weak domestic consumption but world-class cutting-edge industries.
- Steven Rattner warns Chinese tech and manufacturing competitiveness is already extraordinary and accelerating.
China's Tech And Biotech Leap
- China now exports drug development expertise and builds cost-effective biotech pipelines.
- Rattner notes Chinese LLM and AI firms are far cheaper than U.S. peers and may find global markets outside the U.S.
Chinese EVs Undercutting Global Markets
- Chinese EVs and cars are high-quality and much cheaper, rapidly gaining European market share.
- Rattner argues U.S. tariffs block cheaper Chinese cars and cost American consumers substantial potential savings.
