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China's historical growth drivers have started to plateau, but many untapped industries--particularly in the services sector--are set to take the lead, says Seafarer's Andrew Foster.
As investment in fixed assets declines, consumption will drive GDP growth in China , and consumer cyclicals offer high yields and good valuations, says Matthews Asia's Jesper Madsen.
Morningstar 2012 International-Stock Fund Manager of the Year Rajiv Jain expects continued earnings growth for the less popular growth stories of tobacco and Indian consumer stocks.