This is an opportunity within an opportunity. Frankly, and from an entrepenurial point of view, most of this commerce will be handled by Chinese players. I see my opportunity as coming from an economic environment in which I must practice precision rather than accuracy. Right now the fields are relatively wide open in China, and much of the world, yet I know that as a relatively smaller organization I should hold my self back. Not be tempted into running all over trying feverishly to expand into a much larger role. Instead, while I should definately ride my gift-horse and grow, what I ought to aim at is where I’ll be playing a decade from now.

China has a plenty of extremely talented business people, and a growing number bringing the economic stories and practices learned at Western universities to bear domestically. What do I have that they don’t? That will be difficult for them to obtain, by any means, in the short-term?

Experience. I am the product of a social environment in which these economic devices have been playing for several generations. Their behavior and history are almost instictively understood.

Point being, I am fairly well prepared to anticipate the general state of things given present activity. And so, can do my best to be in position early.