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.
The semiconductor-equipment manufacturer's move into the solar-panel market has lowered margins for now, but the long-term opportunity remains attractive, according to Morningstar's Andy Ng.
BaoCap's Kevin Carter says there's no imminent landing--hard or soft--in China, and with the country's 35% contribution to global GDP growth, investors should up Chinese exposure in the consumer and tech sectors.
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.
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