Companies such as Nike (NYSE: NKE ) , Coach (NYSE: COH ) and Tiffany (NYSE: TIF ) are just a few of the names that come to mind. Throw in the fact that prices for food and other commodities are starting to rise, and China'sinflation rate appears set to stay at 5% -- or trend higher -- as long as itseconomy is in growth mode. But policy planners are likely to stop the process of rate hikes before too long, unless it wants to expose the Chinese banking sector to the myriad risks presented by a sharp economic slowdown.