There is the commodity play obviously.
Certain commodities are scarce in the resource hungry likes of China and India and those needs can be played by owning the commodities themselves, commodity currencies such as the AUD or NZD or western companies who have exposure to those markets perhaps not so much trough commodities but in other fields.
GSZ.PA for instance, the French energy giant is looking to position itself firmly as one of the leaders in providing Brazil the know how to introduce a new generation of nuclear reactors.
I am sure similar connections can be found regarding China or India but I don't follow those closely enough to be of any assistance there.
Cheers.