Morningstar director of economic analysis Bob Johnson will be keeping a close eye on these potential headwinds in the year ahead.
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 Marsico Growth and Focus manager on why the fast food chain is his top holding.
General Mills CFO Don Mulligan sees opportunities among increasingly aspirational consumers in developing markets.
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