Mr. John McCarthy:

It is domestic demand. The reason for that is mainly on the investment front. We have seen a very strong recovery in investment. During the first half of the year, investment was up by 11% relative to the same period last year. The investment cycle is leading the way. We are seeing a positive contribution from consumption, which is the largest component of domestic demand. In the first half of the year this was up by more than 1%. That is having a very positive effect on overall domestic demand.