December/January 2012
Features
Spotlight: China
Morningstar Conversation 54
Undiscovered Managers 60
Arising Opportunities
China has imbalances that it must resolve, but it still offers growth that investors cannot ignore.
34 38 42 46 50
The Keys to China’s Fortune
Thirty years of constant growth is making it difficult for China to transform an economy too reliant on investment and exports. Maybe a crisis will help.
Wedgewood’s Lessons Pay Off
The St. Louis firm takes ideas from indexers and value investors to craft its solid large-cap growth strategy.
Investment Boom Unsustainable Digging Moats in China Where China’s Domestic Companies Stand to Benefit
China Strong Long Term
From Currency Manipulation to International Acceptance
3
Table of Contents for the Digital Edition of Morningstar Advisor - December/January 2012