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.
2012 shows the importance of paying attention to valuations amid the doom-and-gloom headlines.
In Part 3 of a Morningstar Conference interview with Don Phillips, the Fairholme manager discusses Cisco's 'essential' equipment, the MBIA-BofA litigation, his stake in China's insurance industry, the role of concentration in the fund, and more.
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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