&gt;I don&#x27;t agree with this;<p>No, that was your point.  You said quote &quot;nobody else is going to come in and take those customers except Chinese companies&quot;<p>&gt;Foreign companies will continue to invest in China<p>Sure they will, but it will be dramatically smaller.  $850 billion a year outflow makes it so<p>&gt;if people became even moderately wealthy<p>IF. These rural farmers have to compete with cheaper workforces in southeast Asia.  And english speaking knowledge workers worldwide.<p>&gt;As long as the Chinese government is willing to sponsor public works projects<p>The government did that already since 2008.  All they got were 300% gdp&#x2F;debt ratio and badly constructed roads&#x2F;buildings.  They can&#x27;t borrow anymore money to do that, not with the carry trade unwinding and default rates going up.