"China demand is off the chart," said Jim Cramer on Friday's "Stop Trading!" segment on CNBC. "It is very clear that the Chinese are behind every stock that is going up" today.

Cramer said that infrastructures are rising because of China's stimulus. "Their stimulus is real," he said.


(PEP) - Get Report

, which Cramer said is opening three plants in China and doing very well overseas, "totally delivered." Its conference call was "great," he said. "This was a monster good quarter."

Cramer owns Pepsi for his

Action Alerts PLUS

charitable trust.

At the time of publication, Cramer was long Pepsi.

Jim Cramer is a director and co-founder of TheStreet.com. He contributes daily market commentary for TheStreet.com's sites and serves as an adviser to the company's CEO. Outside contributing columnists for TheStreet.com and RealMoney.com, including Cramer, may, from time to time, write about stocks in which they have a position. In such cases, appropriate disclosure is made. To see his personal portfolio and find out what trades Cramer will make before he makes them, sign up for

Action Alerts PLUS. Watch Cramer on "Mad Money" weeknights on CNBC. Click

here to order Cramer's latest book, "Mad Money: Watch TV, Get Rich," click

here to order his book, "Real Money: Sane Investing in an Insane World," click

here to get his second book, "You Got Screwed!" and click

here to order Cramer's autobiography, "Confessions of a Street Addict." While he cannot provide personalized investment advice or recommendations, he invites you to send comments on his column by

clicking here.

TheStreet.com has a revenue-sharing relationship with Traders' Library under which it receives a portion of the revenue from Traders' Library purchases by customers directed there from TheStreet.com.