China's Infra Plan Is the Real Driver By Jim Cramer About this article: Shaw Group's getting some big Chinese nuke orders, and that's the pizzazz behind this move. I know a lot of people are freaking out about how China has taken another downturn for the economy, but I want to emphasize how much easier it is to have a stimulus program in China that works than here. First, the Chinese are flush. No budget deficits there. But more important, the Chinese have a powerful need for power! So do we, but power is all about pollution. That's why the Chinese stimulus package has so much possibility: It takes hundreds of thousands of people to make power plants, and the Chinese are not constrained by energy placement -- "NIMBY" does not translate -- and there are no environmental impact statements. That's why I expect the Foster Wheeler / Shaw contingent to go higher. Of course, GE's the biggest... Or, call us at 1-866-321-TSCM (8726) Monday-Friday, 8 a.m.-6 p.m. ET. Outside the U.S. and in Canada, call 1-212-321-5200.

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