It doesn't matter if they have been growing. What matters is 'do they have more to grow'. And even if that answer is 'yes' (and I think it is), the next quest

It doesn't matter if they have been growing. What matters is 'do they have more to grow'. And even if that answer is 'yes' (and I think it is), the next question is 'how level will that be'? Because the bag will change hands many times. There can be pops and bubbles. There could definitely be crashes where some lose their shirts - and the system is broken enough that they are unable to actually achieve all of that growth that we know they can do. Maybe other countries ramp up on manufacturing quicker than we thought. Maybe factory automation outpaces china. Maybe there's a conflict that pops a bubble, or internal unrest. Heck - maybe Trump's trade war really pulls the rug out. All possible.