Dow Chemical (DOW) - Get Report 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) - Get Report also reported an increase in China sales. He says that trend could benefit companies like Yum! Brands (YUM) - Get Report and Starbucks (SBUX) - Get Report . Cramer says during the current earnings season, some growth companies aren't delivering, but companies with business in China are.