Does MercadoLibre (Nasdaq: MELI) in 2008 equal eBay (Nasdaq: EBAY) in 1998? Could HDFC Bank (NYSE: HDB) consolidate the Indian financial industry the way Bank of America (NYSE: BAC) has consolidated the U.S. financial industry? Will China Fire & Security (Nasdaq: CFSG) carve out the same kind of industrial niche that helped Honeywell (NYSE: HON) become a $40 billion firm? In this installment of "Fool Video," Motley Fool analyst Tim Hanson talks about where the market's next big opportunities can be found.

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Lou owns shares of Microsoft. Tim owns shares of HDFC. Mac owns shares of eBay. The Motley Fool has a disclosure policy.