Earnings numbers from some of these companies were surprising on the positive side.

We intend to break language barriers.

There is pricing power for cement makers and it could improve their profitability.

Moreover, they face no foreign competition.

Within India, genuinely, Indian businessmen are so positive in terms of body language. No one sees any kind of concern. The big thing is that they are so confident.

Valuations are not cheap, that's what worries me. But it probably will get more expensive before it gets cheaper.