economy - FT warns for car bubble

I almost missed this story by the Financial Times, one of the official cheerleaders of China's growth.
The question who is going to buy all those has been intriguing me already for two years. "The risks [of overcapacity], though, are huge, particularly for VW. Standard & Poor's, the credit rating agency, has warned that VW could suffer especially badly from a slowdown in Chinese sales. An overcapacity problem of some degree seems inevitable: the only question is when it will occur, and how severe and long-lasting it will be," the FT writes.