General Electric's (GE) infrastructure business and exposure to emerging markets is leading a resurgence in the company's shares. GE's second-quarter financial report showed revenue growth of 12%, driven by a 23% increase in infrastructure revenue. A 12% revenue growth rate for a behemoth like GE is remarkable. New capacity in emerging markets and a replacement and upgrade cycle in developed countries is driving demand for GE's infrastructure products and services. GE shares offer exposure to booming emerging markets without all of the political, economic, and corruption risk associated with a direct investment in these markets.