This makes sense!
John Mauldin, an analyst at Investors Insight, came up with an awesomely useful idea: Instead of thinking of China as a huge land power, imagine them as an isolated island. Geographically, politically and demographically it makes a lot of sense.
John's idea is just part of a larger analysis of China to be found in this article, although the site was not responding today when I checked it.
The graphic is worth repeating. It is powerfully concise:
I found both the graphic and the link to the original article on Strange Maps, a blog worth watching.