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  1. Contrarian Approach to Growth Pays Off

    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.

  2. India's Emerging Investing Landscape

    Surefin's Amitabh Singhi on the structural investing opportunities India, current valuations today, and rooting out the underfollowed.

  3. Applied Materials' Sunny Future

    The semiconductor-equipment manufacturer's move into the solar-panel market has lowered margins for now, but the long-term opportunity remains attractive, according to Morningstar's Andy Ng.

  4. How Can I Protect My Portfolio From the Inflation Boogeyman?

    Northern Trust's Mark Carlson, State Street's Chris Goolgasian, and Merk Investments' Axel Merk discuss ways investors can hedge against rising inflation concerns, including the potential usage of commodities, gold, and TIPS, the effects of Fed action, and more.

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