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.
Travel, food, and technology names look attractive as China's domestic consumer market grows, says Schroders' Virginie Maisonneuve, a subadvisor for Vanguard International Growth.
Yum's second-quarter results show that emerging markets could be the big story for the firm in the coming years according to Morningstar's R.J. Hottovy.
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