Our investment strategy is to stay on interest rate sensitive stocks in the first half of this year.

There's no need to cut interest rates to stimulate consumer demand or investment spending.

Investment interest seem to come second.

We keep on looking at investment opportunities. If we see further growth opportunity, we'll not hesitate to further invest.

If you look at this as a long-term investment, the sell-off that has occurred in the market is very timely. I think it's a godsend to have the advantage of much lower prices to launch the fund.

As Secretary Rubin and I have both said many times, a strong dollar is very much in America's national interest,