Anyhoo, the case for non-deterioration is made by Ambrose-Pritchard. We've mentioned a few times that the US is repossessing manufacturing from PRChina for a number of reasons; you'll find a lot of them here.
"A surprising amount of work that rushed to China over the past decade could soon start to come back," said BCG's Harold Sirkin.
You could add "J-I-T indigestion" to that 'reliability woes', because if the shipment has a 33% fail-rate, you wait a VERY long time for a replacement shipment.
So. If you like being a Contrarian, bet on the USA in the 5-10 year period. Too bad that Obozo will miss it entirely, eh?