But I think you shouldn't be so daunted about coming in here. Our markets are way behind so many others, including Europe -- that's probably a mistake at this point -- but most especially anything China.

I know you can take the easy way out and buy the Morgan Stanley China A Share Fund (CAF - commentary - Trade Now), 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 - commentary - Trade Now), 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 - commentary - Trade Now) as well as Analog Devices (ADI - commentary - Trade Now) -- not done yet -- and perhaps the most explosive of all, SanDisk (SNDK - commentary - Trade Now), which is the quintessential gadget company that has been overlooked for ages.

The move's so not over that it is really your own fault if you chose not to play.

Meanwhile, I see that not everyone's a buyer. Goldman's (GS - commentary - Trade Now) 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.

At the time of publication, Cramer was long Goldman Sachs.