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.
In Part 3 of a Morningstar Conference interview with Don Phillips, the Fairholme manager discusses Cisco's 'essential' equipment, the MBIA-BofA litigation, his stake in China's insurance industry, the role of concentration in the fund, and more.
Five stats from the market and the stories behind them. This week: a steep 41% dividend cut, a surprising 12% sales gain, and more.
Emerging markets will drive global economic expansion during the next 20 years, and the consumer sector will have significant advantages in these areas, says Artisan fund manager Mark Yockey.
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