Travel, food, and technology names look attractive as China's domestic consumer market grows, says Schroders' Virginie Maisonneuve, a subadvisor for Vanguard International Growth.
Investors should be on the lookout for moderating profitability, signs of a China slowdown, and capital allocation red flags, says Sanibel Captiva Trust's Pat Dorsey.
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.
David Hogan, Client Portfolio Manager for Laudus Mondrian's Emerging Markets Fund sees emerging Asian markets as well positioned for the economic recovery.
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