Fundamental Thinking

The perspectives of Harding Loevner’s analysts on a range of investment topics.

A People’s War: China and the Coronavirus

The Global Recycling Shakeup: Why Tech Is Replacing Cheap Labor...

A Bitter Pill: Why Big Pharma’s Era of Big Profits...

Why Subscription Revenue Is Lifting the Enterprise Software Industry—And Investor...

A Prescription for Growth? Why Pharma Companies Are Testing New...

Faster Fashion: Why Being Quick to Market Matters More Now...

Are Biosimilars the Next Big Growth Opportunity for the Pharmaceutical...

The New Retail: Why the Future of Shopping Will Be...

Why Battling Bugs Is a Booming Business, and May Be...

A Runway to Growth for Airport Services Companies

Laser Technology Continues to Burn New Ground

The Ramadan Effect: How Islam’s Holy Month Impacts Businesses

Online Marketplaces for Loans Are Growing Rapidly. Should Banks Be...

How an Industry That Helps Feed an Increasingly Hungry Planet...

Domestic Disruptors: For Some Japanese Companies, Breaking with Custom Offers...

Will the Sharing Economy Deliver the Goods?

Three Reasons Cement Companies Are as Durable as Their Product

Disrupting Your Closet: How Customized Clothing Can Remake the Apparel...

Big Data Infects Life Itself

Craft Beer Is Going Flat. Can Craft Spirits Continue the...

Why 5G Will Transform Much More Than Telecommunications

Autonomous Driving Offers No Easy Path for Investors

China’s Talents Rise Through the Ranks

A New Round in the Battle of the Brands

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WeathTrack Interview: Simon Hallett