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.
Though they've traditionally traded at a discount to developed markets, emerging markets will command a growth premium going forward, says David Semple, Van Eck's director of international investment.
Slowing in some emerging markets likely affects other emerging markets more than it harms the U.S. economy, says Morningstar's Bob Johnson.
Morningstar director of economic analysis Bob Johnson will be keeping a close eye on these potential headwinds in the year ahead.
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