From Real Money at thestreet.com     One of the most interesting insights appeared this morning in Gary Dvorchak’s opening missive.  Here is a small portion of his comments  China Insights from the ‘Baron’        GARY DVORCHAK      | DEC 05, 2011 | 7:43 AM EST

……On China, the single most important factor he sees is labor-cost inflation. As with Japan a generation ago, China will soon be ceding its role as the supplier of cheap labor to the world. Labor costs are rising quickly, and Chinese companies are boldly pushing through price increases of 10% or more, with absolutely no cover or “justification.”

Perhaps this isn’t shocking, but companies such as that of the Barons are somewhat passively eating the purchasing inflation. They are pushing through similar prices increases to their customers, and with impunity. The mindset now, up and down the supply chain, is that inflation is here to stay, and there is little that can be done. Fed chief Ben Bernanke needs to check the anchorage of those inflation expectations……..

http://realmoney.thestreet.com/articles/12/05/2011/china-insights-baron