Very good information. Thanks for this post Richard.

I am going to be noodling over this for a while.
First impressions: If I were an investor and I had my portfolio distributed in companies performing like these countries, I would shift my funds out of the US and park it (80%) in Germany for security and put the remainder in China for growth.
Another point, if Germany can maintain a balanced economy over the long term then so can the US.
Finally, I read somewhere that China is planning to build a canal through Honduras to accommodate the larger super freighters. US has no plans for improving its ports to accommodate these ships. Failure to think 20-30 years down the road and act accordingly - the trade balance will only worsen. Oh, hell, what am I saying - we can't think beyond the next election cycle.