Now that China's commodity supercycle has ended, and commodity prices remain soft, this is a good time for India to focus on infrastructure. They haven't produc

Now that China's commodity supercycle has ended, and commodity prices remain soft, this is a good time for India to focus on infrastructure. They haven't produced the Alibabas or Weibos but they have an amazingly solid IT work force and we've seen more and more VC in India. This could be the start of a real break out for India.