China's Industrial Focus Helps Lots of U.S. Names By Jim Cramer About this article: How in the heck can you get 16% industrial growth and lower-than-expected consumer price inflation? How is that possible? Yet that's what we saw from China last night, and that's a tonic to pretty much everyone who is waiting for our own stimulus to kick in. And we need it. On Monday, Fluor , the giant construction company, when asked if it could quantify the value of stimulus dollars currently in backlog, said "Really, the only stimulus funding we have seen directly has been the award that we got at Savannah River for some nuclear soil remediation. And, it was, I would say, we're less than $0.5 billion." Why contrast China with America? Because if it weren't for China as world leader, we would be looking at unfathomably bad numbers for pretty much everything machinery. Why do you need to go buy more Caterpillars if you are... 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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