Because China's consistent growth and enviable trade surpluses has been sustained for over 10 years, many investment analysts are rotating money out of U.S. markets and into China-associated investments.
This is not a short-term strategy. Investment experts explain that China's economy is growing at a much faster pace than the U.S. and will continue to profit from the steady decrease in value of the U.S. dollar relative to the Chinese yuan. So this strategy has two components (and two basic assumptions). First, growth will continue as China's economy continues to steam ahead. Second, China's currency will appreciate in value against the U.S. dollar.
If consistent, more U.S. dollars flowing in to buy Chinese exports and fewer yuan flowing out to buy U.S. imports means one thing: China's trade surplus will continue to grow at a healthy rate for many years to come.