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Agree with the comment on government behavior - China and India have been shaped a lot more by their regulatory / government / preference networks than by markets.
In fact, from what I remember reading a few years ago, the main reason why India did well in software services is that that sector was the least regulated - the government was simply too slow to figure out how to control it, and by the mid-90s was wise enough not to kill the golden goose.
Despite the governments, both countries are changing rapidly, hopefully for the better. Also, both countries have a cheery optimism that is hard to ignore when you visit. This was something that was characteristic of the US in the mid-90s before the bubble - now it is not there - we are paying a price for the boom and bust in that the optimism is cautious. It is quite possible there will be a bust in China as well given the financial situation. Despite the low yuan, China is recording a trade deficit - that is a scary situation. What happens if investment starts getting regulated? I mean, really regulated as opposed to government officials registering concern about having half the cement factories in the world? Am not kidding.
India is sidestepping some of the unique problems of manufacturing intensive economies, and appears to be better positioned to optimize the use of capital - the same direction the US has been moving for decades now.
Will be interesting to watch this evolve over our lifetimes.