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 U.S. is particularly well situated compared with almost any other economy in the world right now, says Morningstar's director of economic analysis. These four factors should push 2012 GDP growth ahead of 2011's rate.
We're only asking for more concrete steps in Europe, a stable tax regime here at home, productive corporate cash deployment, more jobs, and mild inflation.
But even foreign-domiciled stocks can offer U.S. exposure, says Morningstar's Heather Brilliant.
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