Per a recent column, it's all about India. With Modi in control of the world's (soon to be) most populous country, it should be a free-for-all between the U.S. and India when it comes to trade.
Here's an excerpt:
Obama's trip to India this week provided a lot of color and put the spotlight on India's potential going forward. The U.S. will be a formidable partner in Modi's quest to deliver the Indian people from poverty. And Modi, a former tea seller who has never held national office, appears to be just what the Indian people needed.
A strengthening of trade ties between India and the U.S. will be a win-win for both countries. On the U.S. side, it will mean opening trade with one of the fastest-growing countries in the world. Meanwhile, India would gain access to America's military cooperation and technology, which will help spur economic growth.
The column goes on to talk about some of the best investments in India right now, as they relate to exposure to its middle class. Or, for those less risk-hungry, there's the ETF option.