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People ride a tricycle cart past the Zhengyangmen gate in Beijing, China, on Wednesday, Dec. 2, 2015. China's great rebalancing -- the long-sought shift away from investment and manufacturing towards consumption and services -- is one of the nation's big themes of the year. One problem: the rebalancing stops at the water's edge. Photographer: Qilai Shen/Bloomberg via Getty Images

People ride a tricycle cart past the Zhengyangmen gate in Beijing, China, on Wednesday, Dec. 2, 2015. China's great rebalancing -- the long-sought shift away from investment and manufacturing towards consumption and services -- is one of the nation's big themes of the year. One problem: the rebalancing stops at the water's edge. Photographer: Qilai Shen/Bloomberg via Getty Images