>>(1) Boost internal demand and park the remainder in high-growth Chinese,
>>Vietnamese, Korean, Russian and Eastern European markets.
>
> They're either not big enough or already saturated with cash.
They could spend the cash on consumption, no? The East Asian semi-periphery has close to a billion people, while the Euro semi-periphery (Eastern Europe, urban Maghreb, plus Turkey and Russia) has around 500 million people. Both are growing fast. That's a huge source of potential demand.
-- DRR