Mississippian

Is Renminbi Appreciation Slowing?

If the RMB has to rise by 15-20% in the next 12 months, there has to be a great paired trade by going long CNY (I understand this is not a perfect investment) and by shorting some american company whose cost of goods would be negatively affected by the rise in the RMB. Best case, this company would not be able to easily put this cost on the backs of its customers. Any ideas on what to short? WMT maybe?