Things aren't doing great, but they aren't necessarily doing that badly. Everybody kind of panicked in the last quarter, said it was going back into recession. That remains unclear. What you've got on the one hand is the political system that remains in this sort of endless state of crisis. Corporate restructuring is moving along, and obviously it would be much better if the corporate restructuring were being backed by an effective government.
Investors are just terribly wary, both domestically and internationally.
There's also enormous apathy within the domestic population. I mean, we all talk about Japan's lost decade, but as far as the average Japanese citizen is concerned, they haven't lost their jobs. Everything has gotten cheaper. They can buy nice Chinese-manufactured clothes at a fraction of the price they would've paid for the same thing five years ago, so their spending power is actually increasing. That's one of the questions we ask ourselves.