The Composition of Growth in China

China's economy is remarkable on the global level in how much of its GDP is driven by investment. Do you think they still have the same capacity for investment led growth if things start to slow down and they want to hit their 5% target? And do we have any sense of whether there's confidence truly returning to the real estate market? Has that been the primary source of investment? I think generally most people are confident, mainly because last year was so weak. For this year, we're expecting still very decent strong commodity growth.