We have moved from can General Motors go bankrupt to when will it go bankrupt. This is a dangerous company because of its size.

We're very pleased they have been so rapid in their integration and that they have turned around brands. That really shows they have excellent management.

We don't see that the industrialization of China is about to slow anytime soon. Even coal as a commodity is starting to become interesting again. So BHP has another leg in the market.

Companies are going to deliver good numbers. Aside from the usual company-specific disappointments, we are going to get further confirmation that things are moving in the right direction.

And we don't see that the industrialization of China is about to slow anytime soon.