Floating concerns, Indian Express, 12 September 2011

Export data has been showing exceptional growth. Such
growth is unlikely to be maintained in the future given the gloomy
outlook on the world economy. In 2010 and 2011, if a slowdown in
investment was taking place, remarkable exports growth helped to
counteract the impact upon demand in the economy. If, in coming
months, a reduced pace of investment growth and export growth come
together, this would exacerbate the downturn.