What are your views there? What do you expect coming out of either the upcoming summit next week, or are we going to hear anything from Beijing on further stimulus?

So first of all, on the stimulus, let's do that one first.

I mean, a lot of economists and strategists have been waiting for five years for the big stimulus package.

The bazooka was going to come any day now.

That's the triumph of hope over reality.

And I think we should probably stop holding our breaths on that.

The Chinese central government, from what I hear from China, they look at the GDP numbers and they say, we're growing very well, thank you very much.

And the reason