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.
Many central bank and corporate leaders were at least talking about, if not taking action this week.
2012 shows the importance of paying attention to valuations amid the doom-and-gloom headlines.
There are good opportunities in Europe if you believe that the region's political leaders will be able to hold the euro together, says Seven Investment Management's Justin Urquhart Stewart.
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