The following video is part of our "Motley Fool Conversations" series, in which industrials editor/analyst Brendan Byrnes and health-care editor/analyst David Williamson discuss topics across the investing world.

In today's edition, Brendan and David discuss Ford and its push into the world's biggest auto market: China. Ford was late to the game in China, and its market share numbers show that. Ford has only 2.8% market share in the country, while rival GM is China's market share leader at 14%. But Ford is working to turn that around, investing $5 billion in China to date and pledging to release 15 new models there by 2015. The country is critical to Ford hitting its goal of 8 million vehicles sold worldwide by 2015, along with India, which has even fewer cars per capita than China.

With Ford's new focus on fast-growing emerging markets, many investors may be nervous about investing in companies that have a focus on international markets, but they shouldn't be. Emerging markets are giving new life to established American companies with deep pockets. As these industry titans look abroad for more sales, they aren't starting with a blank slate -- they're bringing their operational excellence to new markets and thriving. We've uncovered three other picks poised to take advantage of this trend, which we outline in our free report: "3 American Companies Set to Dominate the World." The report won't be available forever, so we invite you to enjoy a free copy today. Click here to get your copy today!

Brendan Byrnes owns shares of Ford. David Williamson owns shares of General Motors. The Motley Fool owns shares of Ford. Motley Fool newsletter services recommend Ford and General Motors. Try any of our Foolish newsletter services free for 30 days. We Fools may not all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.