Which markets in the world, besides the US, have a stable enough economy for China to rely on their consumption?

Europe still has significant headwinds, Canada and the middle east...that's pretty obvious with $30/barrel oil prices, Russia of course not doing terribly great, capital flooding back to the US from Central and South America due to interest rates rising.

Keep in mind, a lot of manufacturing is moving back to the US from China with automation being cheeper than (quickly rising) Chinese labor rates [1] [2] [3].

If China cannot stoke internal demand quickly enough (and I assure you, it cannot), it's going to slide into a deep recession. On the bright side, this is going to help cool off London, Toronto, Vancouver, SF/LA, Miami, and central Texas property markets (where a lot of Chinese money was flowing into).

[1] http://www.marketwatch.com/story/us-flips-the-script-on-jobs...

[2] http://news.yahoo.com/manufacturing-moving-china-us-survey-0...

[3] http://www.economist.com/news/special-report/21569570-growin...