I don’t see any evidence that the push into India is being done at the expense of of existing markets such as the USA.
The US expansion is going at pace already and is limited only by the usual factors associated with recruitment, training, and support of good people. Money is not the problem and the US leadership team has been highly effective to date.
The company has in its current CEO the wherewithal to successfully execute expansion into India whereas previously this wasn’t possible or at best risky. Moreover, if successful, it will demonstrate the truly global attractiveness of the company’s products. Indonesia and SE Asia may follow more easily with lessons learnt in India.
As to the share price and concerns about the market more generally, these are issues not under the company’s control and frankly are short term. I want them focussed on building a successful global enterprise. That is how secure wealth is built.
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