The best way to get the best out of your investment from these two largest populated countries is by capitalizing on the consumption theme.
India was always projected as a consumption driven economy and with recent stance taken by Chinese Govt. to make their economoy less dependent on exports and promote private internal consumption. The confidence on this stance stems from the huge economic stimulus announced by China and much rather all the money proposed in approx. 600 billion US$ stimulus is targeted towards reducing dependence towards exports and making sure that internal consumption on the back of internal demand and production drives the economy going forward.
In this article I try and find answers to question such as where to invest in two of the largest populated countries in the world, given the backdrop that the world even it wants cannot choose to ignore these two countries.