The United States-China Business Council reported that exports to China have increased by 300% from 2000 to 2007.

"While there are some very significant concerns the U.S. has with China, at the same time there are some (U.S.) companies that are benefiting from the trading relationships."

What this means is that the companies competing against the Chinese are screaming bloody murder, U.S. companies that are selling to China are whistling to the bank.

This is just another version of the same song I've been singing for years.

You need to get long whatever the Chinese are buying, stay the heck out of China's way, and make sure any U.S. stocks that you own have a strategy to expand their business to China.