Fundamental Thinking

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

Schneider Test

For generation after generation, hydrogen has been considered the clean energy source of tomorrow. But until very recently, the long-running joke was that it might just stay that way. Because of game-changing regulatory developments around the world, most notably the US Inflation Reduction Act (IRA) passed in 2022, environmentally friendly [...]

Streaming Update V2

Interstellar Follow a group of astronauts from the future through the cosmos in search of an earthly replacement, what will happen next? TRENDING NEW RELEASES ACTION DRAMA THRILLER

Streaming Update

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Hydrogen’s Future Is Finally Looking Green

With the help of the US Inflation Reduction Act and other energy-transition initiatives around the world, at least one obstacle that long stood in the way of green hydrogen production is being knocked down. Several industries stand to benefit.

The Last Great Malls on Earth

In the Philippines, shopping malls are central to consumers’ lives. But how have those malls adapted to post-pandemic life? We went to Manila to find out.

The Streaming Wars Take a Commercial Break

The knock-down, drag-out battle between Netflix and Disney that was cheered on by the market in recent years suddenly has investors booing both companies. But maybe not for long.

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