00:00I think the most important thing Modi has done is the digitization of the Indian economy.
00:13And that has, of course, led to great efficiencies.
00:17And that has extended to the infrastructure.
00:19You must remember that the internet is part of the infrastructure of any country.
00:25And he has done a lot to improve that.
00:28But in addition, as you travel around India, you'll see there's a tremendous amount of
00:33building infrastructure going on, roads, bridges, et cetera.
00:38And I think that will probably be accelerated because the Indian budget will expand.
00:44With greater incomes, the budget will be able to add more to the infrastructure spending.
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