In today's edition, Austin Smith and Andrew Tonner discuss what the blackout in India shows emerging-market investors. For all of the potential that lies ahead for India, this event really underscores the lack of reliable infrastructure in the nation, and just how far it's behind other emerging-market peers in this enormously important category. For example, India has just a hundredth of the roads China does, despite having a similar population.

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Andrew Tonner has no positions in the stocks mentioned above. Austin Smith owns shares of Unilever. The Motley Fool owns shares of Starbucks. Motley Fool newsletter services recommend Starbucks and Unilever. Try any of our Foolish newsletter services free for 30 days. We Fools don't 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.