Cramer's Rebuilding China Stock Plays

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"This rebuild will soon obliterate any worries about U.S. demand. You can only imagine the kind of heavy equipment that will have to be bought for that rebuild, and with a weak dollar, the orders will go to the U.S. manufacturers of heavy equipment -- NOT Japan -- which is really important because otherwise the geography would dictate the orders going much more to the Japanese." - Jim Cramer

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