Dunno if you remember the arrongance of the Japanese during the 80's.............it took a little time to sort it out, but eventually, the market took care of it. Back then no one would have guessed that the Japanese would be outsourcing, but they are.
Seems to me what Gutierrez is telling them is if they don't get control of this, there eventually will be undesirable results.
Markets have a way of straightening problems out.
If China had Japan's military, I wouldn't worry about it. If.