China doesn't want your manufacturing dollars anymore. It's set out on a five-year plan to shift its economy away from an export model to one based on consumption.

That's good -- because the business world may not want China anymore, either. Wages in the world's second-largest economy have been climbing an average of 12% a year. The 25% increase in the value of the country's currency in the past decade has made exports even more expensive.

In fact, Harold Sirkin of The Boston Consulting Group says that by 2015, net labor costs for manufacturing could be the same in China as in the United States. And that's before you add in the cost of shipping goods halfway around the world.

We here at StreetAuthority are always looking for trillion-dollar themes, those changes with the weight of nine zeros that will drive the markets. The $2.05 trillion in exports that China produced in 2012 may just be finding a new home -- and they' may have found it in a country you 'might not expect.

This country has about a third the population of the United States and not even a tenth that of China's. It also has had decades-long problems with drug cartels and government corruption.

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