Piyush Goyal discusses bilateral investment treaties and the importance of negotiating from a position of strength. He mentions concerns about the Red Sea situation and the potential impact on exports. Goyal believes that India will become the largest market for aircraft in the next 20-25 years, attracting manufacturers. The budget focuses on infrastructure investment to stimulate growth and boost multiple industries. The PLI scheme is expanding, with new sectors to be included based on their gestation period.