mr. straszheim: not close. tom: why not? why can't they just clear the market? mr. uous in all the things they do. excuse me, 2017 is their political selection year as was our election year last year. they did a lot of stimulus this year that is already in place. tom: gabriela, you are listening to this clinic with mr. straszheim here. let's get basic. what is the opportunity for investors given the turmoil in china's financial system? gabriela: i think the opportunity for investors is this managed slowdown and managed transition. we have written a positive note --investing markets associated stability in commodity prices and currencies. opportunity ise this positive backdrop for emerging markets at a moment when a lot of investors rarely have any exposure to that area world. francine: howdy make the difference between brazil and something else? there seems to be political wor. risk and if you look at parallels between south africa where they are talking about a possible something happening to the president and brazil, it looks very different to other countries where