"China is very, very serious about becoming e-commerce-oriented in a few years, " says Cindy Cheung, general manager for IBM's Greater China e-business solutions group.

CNN: MIDDLEMEN, BEWARE

The reality is that most of China's infrastructure spending has created greater business efficiency while maintaining stable employment numbers.

FORBES: Nouriel Roubini Is All Wrong About China

This is not risk that only affects emerging markets, indeed, as a tsunami interrupted supply chains from Japan last spring, but they pose a greater threat to global business when a large chunk of production is located in emerging markets like China and Thailand.

FORBES: After Thai Floods, Companies Reconsider Risk