Apple had a solid holiday, but disappointing guidance underscores the challenges in its quest to expand its user base, says Morningstar's Brian Colello.
The investment-led economic model has run so long in China that transitioning to a consumption model could be very risky to the current system, says Morningstar's Dan Rohr.
Morningstar's Patty Oey and Dan Rohr and Columbia Acorn's Andreas Waldburg-Wolfegg offer best practices for globe-trotting investors who must navigate choppy waters in today's market.
The growth story is intact for emerging markets, but it won't unfold overnight, says Seafarer Capital Partners CIO Andrew Foster.
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