Here's the real tension nobody talks about: China's economy isn't suffocating from manufacturing overload. That's actually the symptom, not the disease.

The actual bottleneck? A shortage of advanced services. Think about it this way—manufacturing pulls nations out of poverty. That's the proven playbook. But once you've made that climb, the economies that keep growing are the ones that master high-value services.

The manufacturing piece? It's not going anywhere—it's the foundation. But it's also crowded, margin-thin, and cyclical. Advanced services, though—that's where the next phase of value creation lives.

So when we see production capacity concerns, it's really signaling a structural shift: less about making more stuff, more about building the service infrastructure that wealthy economies actually run on.