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  1. Reasons to Be Bullish on Emerging Markets

    Concerns about Chinese growth, Russia, and global liquidity have driven the prices of several quality stocks to appropriate buying levels, says Oppenheimer manager Justin Leverenz.

  2. Chinese Real Estate a Warning Sign for Commodities

    Sluggishness in the country's real estate sector doesn't bode well for the broader commodities market.

  3. Follow the Money to Understand Your Stocks' Real Exposures

    Knowing the sources of a company's revenue, not just its country of domicile, is important for investors to get the actual exposures they want, says American Funds portfolio manager Rob Lovelace.

  4. Danoff, Davis, Lynch: Stock-Picking Ahead of the Crowd

    The past Morningstar Manager of the Year winners favor credit card firms, split views on Facebook, address China's importance, extol executives' foresight for future growth and disruption, and much more in this panel presentation at the Morningstar Investment Conference.

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