Garner votes . This is Bloomberg Markets asia. It is india budget day. Really facing this choice, populist measures or fiscal prudence . A lot of focus on that over the next couple of hours. All of this happening as the backdrop of china looking at the smaller, private sector. A look at how they are going and growth so far. In terms of equities, looks like the start of february is better than the end of january at least. Rishaad absolutely. The end of january did not quite materialize as many predicted. Looking at longterm rates, alan enspan suggesting we remember him for a rational exuberance. Do we have a rational exuberance . Markets, theian threeday selloff we got in the region. Robust export growth from korea adding to the risk, although gains for the cosby for the kospi. Also this morning a slew of manufacturing pmi surveys that indicated stronger across the region. That could bode well for this synchronized Global Growth. In taiwan, fourthquarter gdp, growth jumped the most in a