Dow Chemical (DOW) reported better than expected results, partly due to a pick up in growth in China. TheStreet's Jim Cramer says a rebound in the Chinese consumer is of an emerging theme during the current earnings season. For instance, he says General Motors (GM) also reported an increase in China sales. He says that trend could benefit companies like Yum! Brands (YUM) and Starbucks (SBUX) . Cramer says during the current earnings season, some growth companies aren't delivering, but companies with business in China are.
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