Don't forget about India... 60% of their population is under 25yrs. They are where China was 10 years ago... their demand cycle is just heating up.

China post-Olympics is heating up again too... based on what I'm reading.

US... this is a different animal in my books. They desperately need to rebuild infrastructure, but all $$$ all rushing to fill the holes created by the credit crisis... don't see them digging out anytime soon.