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Is the Exuberance Still There?
India will continue to be a very important market for capital to be allocated. I think the whole Indian entrepreneur ecosystem is very strong. The opportunity is there. You have to always tone down your expectations in terms of how much growth you can get and then what is the cost of that growth. When the rest of the world is not going to grow much, even if you grow 6%, it's not bad. We are optimistic. We want to invest.