The Golden Rule

Tony's Sagami's golden rule:
"Sell What China Sells!"
"Buy What China Buys!"

Another way of looking at it is:
"Whatever China buys, price goes up!"
"Whatever China sells, price comes down!"

Obvious isn't it? That's Economics 101.
Things that China keeping demanding, chances are the prices are going to increase.
And whatever you can make or manufacture, China will make it even cheaper. You simply can't match!

In other words, get the heck away from the companies that sell the same thing as China's selling. It's unlikely they're going to be able to compete. So don't buy PC makers! And likewise, don't buy steel.
Instead, buy the resources that China is buying, or the companies that provide those resources.

Happy hunting, though.