The following video is part of our "Motley Fool Conversations" series in which consumer goods editor and analyst Austin Smith and industrials editor and analyst Brendan Byrnes discuss topics across the investing world.

Ford (NYSE: F) has made a remarkable comeback in the U.S. over the past few years, and now it will look to focus more on emerging markets -- specifically India and China. The India market is one that Ford has high hopes for in the future, with its low penetration, rising wages, and huge young population. What is Ford's strategy in these markets, and can the Blue Oval pull it off?