There Are Two Chinas

There are two Chinas. There is the China we hear is imploding by the hour and then there's the China we hear about on the conference calls.

Just today we heard from Cummins (CMI) and from Chart Industries (GTLS) and they joined the endless parade -- save Cat (CAT) -- that says there's a ton of business to be had in China and they are spending like crazy. Truck orders for Cummins were really strong. Orders for equipment to turn natural gas into a liquid fuel are booming. It's almost other-worldly....287 more words left in this article. To read them, just click below and try Real Money FREE for 14 days.

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