Now that the US Fed is cutting back on its QE stimulus, which has been predicted to have a negative effect on inflows into emerging markets like India, the Bank of Japan has stepped in to provide its QE stimulus, and inflows into India are therefore expected to benefit:
http://economictimes.indiatimes.com/markets/stocks/news/india-is-likely-to-be-a-big-beneficiary-of-japanese-stimulus-say-experts/articleshow/45003698.cms?curpg=2
China, however is expected to express its unhappiness, due to a lower Yen undercutting some of China's trade.
http://www.telegraph.co.uk/finance/economics/11202675/Japan-risks-Asian-currency-war-with-fresh-QE-blitz.html
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