What is an emerging sector in Indian economy?

It might be a bit counter intuitive, but within the past
year, the Wall Street Journal has argued that investing into initiatives to help those
who are economically marginalized might be a new emerging sector in India.  The logic
here argues that the current economic crisis is a worldwide condition that faces a great
deal of inertia to change.  It will be something that will have to be waited out and
endured.  In the meantime, it is argued that the millions of people who are economically
challenged still have purchasing power.  If companies begin to tailor make products and
initiatives towards this group of people, it might represent an internal growth market
that could be quite lucrative.  For example, the article cites Airtel as having made
over 10 billion USD simply by providing basic connectivity to Indians who live in
villages and areas that are not reached by the urban metropolis.  This is an example of
investing in the "have nots" that can help to bring about economic progress in a
worldwide setting where this is not happening.