I know you can take the easy way out and buy the Morgan Stanley China A Share Fund (CAF), which still has a way to go and has the best China exposure right now of all the ETFs.

I am also looking at the Asia Tigers Fund (GRR), the appropriately symbol'd GRR, a closed-end fund I haven't looked at in a couple of decades that gives you exposure to China and the ancillary markets that are truly on fire.

But you can also buy the roaring tech components of the materials that the Chinese are buying. Here I am talking about, again, Taiwan Semi (TSM) as well as Analog Devices (ADI) -- not done yet -- and perhaps the most explosive of all, SanDisk (SNDK), which is the quintessential gadget company that has been overlooked for ages.

But you can also buy the roaring tech components of the materials that the Chinese are buying. Here I am talking about, again, Taiwan Semi (TSM) as well as Analog Devices (ADI) -- not done yet -- and perhaps the most explosive of all, SanDisk (SNDK), which is the quintessential gadget company that has been overlooked for ages.

But you can also buy the roaring tech components of the materials that the Chinese are buying. Here I am talking about, again, Taiwan Semi (TSM) as well as Analog Devices (ADI) -- not done yet -- and perhaps the most explosive of all, SanDisk (SNDK), which is the quintessential gadget company that has been overlooked for ages.

Meanwhile, I see that not everyone's a buyer. Goldman's (GS) cashing in on China for almost $2 billion in a forgotten-about asset that's been soaring. Talk about overcapitalized. Who knows what they will do with it, except pay back all of TARP and have plenty of capital to spare.