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.
Geopolitical risks top the list of concerns, while positive signs for the consumer bode well at this point of the cycle, says Morningstar's Bob Johnson.
Policymakers and corporate leaders appeared to take decisive steps this week, but are they moving in the right direction?
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