Just watch.

If it doesn't play, go here: http://in.youtube.com/watch?v=5kxysX4MmOU

And here's an excerpt from a reasearch report making the same claim. This was written by the same woman who authored Goldman Sachs' "Dreaming with the BRICs" report which is considered one of the best pieces of research written on the emerging economies of Brazil, Russia, Indian, and China (BRIC).