I'll answer the first one more generically. In my experience, the earlier you begin adapting, the more you can reap the benefits by positioning yourselves as suppliers to others who haven't adapted as quickly. I think that is a pretty solid first principle in all human behaviour. Those who adapt early gain a strategic advantage, and usually the cost goes up the longer you delay.
Dutch disease is a massive issue. I think part of the bleeding we're seeing in manufacturing is the challenge firms are having in trying to cope with a fundamental restructuring of the Canadian dollar, driven by global commodity prices. The demand for commodities in China, in particular, but also in India is so strong that most economists would agree there's been a structural shift in how commodity prices are going to keep flowing.
The one I'm most attracted to right now is food, because the demand for food in India, China, and other emerging markets is going up, up, up. As the protein content rises, there'll be increasing demand. I think we're now at a point of a structural shift in global food prices over and above what we've seen around energy and metals prices.