I write about China too. But its not a straightforward thing. China is ageing very quickly and it might become a 10x of what Japan is today. Old, cool, still innovating but not so aggressive. But thats in 20 years time. I dont think it will be so dominant. In the other hand, the US gas tremendous potential and a change in leadership - far easier in the US - can quickly turn things around. Have a look at my blog. Thanks.