Pardon and Rajat: What Are the Themes That Are Not Excited By?

The timing for India actually seems very exciting. At $2,500 per capita, 50% of expense go to the bottom of the Maslow's hierarchy. We are going to see a boom across Cantonese that we haven't seen before. That was with China and all these technology trends just put it on steroids. But that macro track, yeah, get excited and worried about the most.