Be careful about the expectations. I have about 10% of my 401K in this fund but watching it with trigger finger to pull out. I travel in India and China frequently and the risk is high. They can't sustain this acceleration, it's going to burn out or have a crisis. In India I recently asked some colleagues "has anyone modeled how far in the future you could sustain 10%+ growth" .... no, they haven't, but they believe it can continue indefinately. Tata is planning to build many new car plants, but the infrastructure can't handle it. If they build more cars, it will become gridlock. It isn't feasible to triple the number of drivers in India. Watch out.