. >> for a long time, casio, i was under the impression that the strength of brazil was really the resources, the mining activities and the land, because it's so rich in so many commodities. but in fact, it's really the domestic de mappmand story driv things. >> it's kind of an oxymoron, we still have the sector as a key driver of growth going forward. then we have the income distribution happening in brazil. the middle class, the formation of the middle class is now enjoying all this good growth rates, and participating in the products that they haven't been able to buy before. now they're all enjoying it. you see the cosmetic industry, the second largest industry in the world. >> cosmetics, yes. >> brazilians are very vain, so that's also helping. so i think you have three pillars of growth that supports the growth -- the rate of growth in brazil. you have the commodity sector, the industrialization of the cultural sector that is going to support even levels of growth, and the domestic demand that paul is talking about. >> let me push back for a moment here. a couple of things come to mind