“China has recently been showing signs of accelerating economic activity. The Shanghai Index is up 13% since the third of December. Xi Jinping, the new Chairman of the Communist Party, whose father was seen as one of Deng Xiaoping’s most reform-oriented lieutenants, appears to be dedicated to carry…
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.
BlackRock's Rick Rieder expects the bond market to focus more on alpha creation next year, but investors should watch for rising duration risk as well as ongoing troubles in Europe .