"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.

Pepsi

(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.

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