Flight to safety may mean China, and not bonds this time
Look for mobile internet parallels... CTRP=trip, SFUN=z, QIHU/BIDU=goog, YY = fb on skype, NQ =$$$. In the rotation they will buy what they know.
With the global economy improving, and Obama playing chicken with the Teaparty on a shutdown, the last place you want to be is in domestic stocks. The money has to go somewhere, and it won't be to bonds with current rates. A rotation to foreign stocks or ADR's seems inevitable, especially Chinese ADR's.