This could be the No. 1 investment of 2011

From Forbes:

Don't let the People's Bank of China spook you with its anti-inflationary fifth hike in bank reserve requirements this year. China's economic growth will continue to be robust and so will its need for the world's natural resources. Some raw materials will be more in demand than others.

The investment mantra for 2011 is called differentiation, meaning there will be relative differentials in performance among commodities, precious metals, energy, agricultural, and base metals. Unlike 2008 when the commodity bubble burst and the entire asset class went down with stocks, or the early part of 2010 when expectation of a cheaper dollar rallied stocks and commodities, 2011 will be starkly different. QE2 will "provide cyclical stimulus" to the most...

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