How to invest your money in 2010

According to my model I am still over weighting emerging markets. 65% of my portfolio contains emerging market investments. The other 35% is developed markets. I am bullish on certain markets in Asia and Latin America. One market I was particularly bullish on in the last six months, I have become less bullish, China. I am staying focused on China in these next several weeks, because I believe these next several weeks will determine where China stands on the boundaries of bearishness and bullishness.