Great minds think alike, ha...I've been considering XLF myself. Financial companies individually are black boxes but its an easy macroeconomic call to make that as a group (over the next year or so) they are as cheap as they are going to be for a long time.
Lately I've been considering revamping my portfolio and ditching my US listed chinese stocks and swithing into Chinese ADR's. I don't trust the ones just listed on US exchanges anymore, the more I read about them the more they all seem to be scams. With the big Chinese/India market correction going on I think there is good opportunity in that space also, but "where" is the key.
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