Finding opportunity in emerging markets

India has performed well and China is struggling, but India will not overtake China in terms of its contribution to global economic growth in the coming decade, says Morningstar. India will make a meaningful contribution to growth and the expansion of Indian investment opportunities only serves to improve the breadth and depth of the emerging market investment universe. China will a key driver of global growth and an important source of investment opportunities within which we continue to find bottom-up stock picking opportunities.