Yes, all of that. In addition, there is a lot of Chinese money that is going abroad, to buy real estate in Vancouver and etc. If this were all brought home as

Yes, all of that. In addition, there is a lot of Chinese money that is going abroad, to buy real estate in Vancouver and etc. If this were all brought home as domestic demand, they would have an even larger market to sell into domestically. But, this requires: 1) that it be spread out a little more evenly, and/or... 2) that the people with the money trust their future in China enough to bring it all home Neither of which is easy. On the other hand, neither is impossible, so it could happen.