“As expected, India saw a little bit of slowdown in the quarter due to the ongoing elections, but I expect that we will see that get back in line with our expectations for the rest of the year.”

In context

“cs, I said earlier, saw some decent growth in Q1. I see outputs were up above 40%, which is pretty good. Semi sales were up about 28%. But we expect, overall, this market will be mid-single -- well, let's say, mid- to high single-digit growth. And our expectation is a push for self-sufficiency and the third round of big fund is probably going to support electronics in China for the moment. As a reminder, China is about 7% of our sales. As we've said before, about 75% of our business is what we call defensive, i.e., it's locked in with Tier 1 on-site customer contracts with fixed fees and of course, resilient end markets supporting that as well. So that's the story of China. Rest of Asia, volumes are up slightly, backlogs contributing to growth over there, particularly around chemicals. As expected, India saw a little bit of slowdown in the quarter due to the ongoing elections, but I expect that we will see that get back in line with our expectations for the rest of the year. You want to talk a little bit about guidance and taking that what we're seeing in the marketplace into the guidance, Matt? Matthew White: Sure. So I think, Mike, I'll start with how we approach the guide is really no different than how we've been approaching it for the last 4 to 5 years. And to clarify, when we say no improvement in the economy, it really means from now -- from what we're seeing now. And so when you go back in the last couple of months, I'd say, as we mentioned in the prepared remarks, it's been stagnant to even declining in some regions. So we've updated for that and held that for the remainder of the year. So even though, like Sanjiv just mentioned, the year-over-year comps in the second half get easier, so from the 2023 baseline. So even though that may demonstrate po”