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.
Five stats from the market and the stories behind them. This week: a steep 41% dividend cut, a surprising 12% sales gain, and more.
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 .
Corporate credit spreads are fairly valued--albeit at the tight end of the range that we view as fairly valued.
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