It's consistent with an economy that's starting to pull back up in Korea, with a bit of consumer demand starting to come through again. I would expect the unemployment rate will start to decline and will fall further.
Interest rates globally are putting some pressure on financial stocks. It's quite possible we go through a bit of a correction in share markets around the world.
The Chinese economy continues to motor along at a pretty solid pace. There has been a bit of a rebalancing of the economy over the past few years away from fixed-asset investment toward the consumer.
Exports probably would have improved a little bit but not much, so it's really just a continuation of the past - we're not looking for a dramatic change.