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.
Morningstar director of economic analysis Bob Johnson will be keeping a close eye on these potential headwinds in the year ahead.
The GMO chief strategist highlights the factors behind the market's bullish bias, abnormally high corporate earnings, current valuation levels, a slowdown in productivity, and the great paradigm shift in natural resources.
The coming year could bring some unexpected news from the Fed, on the home front, in the job market, and more, says Morningstar's Bob Johnson.
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