"Retail investors aren't taking part because they are getting run over by macro events, " he said.

WSJ: Asian Shares End Lower

Two of our three Macro Investment Themes for 2010 are Buck Breakout and Rate Run-up.

FORBES: Intelligent Investing Briefing Book

While Andy Rothman , China Macro Strategist for CLSA Asia-Pacific Markets, does not expect China to run a trade deficit for the full year, he does not expect the country to run a large trade surplus either.

FORBES: Is the Renminbi Undervalued?