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  1. Three Things to Watch for in Second-Quarter Earnings

    Investors should be on the lookout for moderating profitability, signs of a China slowdown, and capital allocation red flags, says Sanibel Captiva Trust's Pat Dorsey.

  2. Japan Is Waking Up to the Chinese Market

    Matthews Asia's Jesper Madsen thinks Japanese firms that look to China for growth will be able to overcome domestic macroeconomic overhangs.

  3. Ideas for Global Growth

    Emerging markets will drive global economic expansion during the next 20 years, and the consumer sector will have significant advantages in these areas, says Artisan fund manager Mark Yockey.

  4. Four Positive Surprises for the Economy in 2012

    The U.S. is particularly well situated compared with almost any other economy in the world right now, says Morningstar's director of economic analysis. These four factors should push 2012 GDP growth ahead of 2011's rate.

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