Here are five companies in frontier emerging markets that are prospering as regulatory reform and industrial and technological development alter the trajectory of economic growth in their respective countries.
Fundamental Thinking
The perspectives of Harding Loevner’s sector and industry analysts on a range of investment topics.
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.
It’s Always Sunny in Xi’an: China’s Solar Solution to Europe’s Gas Problem
As attempts to address climate change and energy independence converge, a company from a solar superpower stands to benefit.
Modeling the Metaverse: Facebook, Apple, Meta, and the Fight to Profit from the Next Big Thing
What has long been a subject of science fiction—a totally immersive virtual world inhabited by all of humanity—is increasingly a part of Big Tech companies’ plans for future growth. And the winner is…
Super Cycles: This Time It Might Be for Wheel
E-bikes, the latest mobility craze for aging Baby Boomers, may have enough juice to help one venerable component maker engineer a breakaway.
Third Law: How a Pair of Chip Companies Came to Hold the Keys to Everything
Much of modern digital society now rests on advanced silicon chips made by just two manufacturers—and there is no road back.
The Pot Thickens: Online Gambling Comes of Age
With the pandemic accelerating internet wagering’s spread around the world, a handful of seasoned global players vie with new regulation and competition to take their game to the next level.
The First Time in Memory: Have Durable Profits Finally Arrived in IT’s Most Volatile Segment?
After decades of 70% growth spurts, vicious price wars, and a major price-fixing scandal, memory chips show signs of behaving, dare we say, almost like a stable business.
A People’s War: China and the Coronavirus
China was the first country to confront COVID-19 and appears to be the first to recover. The solidarity and tenacity of the Chinese people were key reasons for the success, writes Harding Loevner Analyst Jingyi Li.
Why Subscription Revenue Is Lifting the Enterprise Software Industry—And Investor Expectations
Selling software as a service instead of a product has been a boon for enterprise software companies. But will their growth translate to high profits?
The New Retail: Why the Future of Shopping Will Be a Story of Bits and Bricks
In-store apps and “digitized” brick-and-mortar stores point to a future where online and offline shopping is highly integrated.
Laser Technology Continues to Burn New Ground
Greater precision and speed, combined with lower energy requirements, give lasers a meaningful advantage over other manufacturing tools—and a long growth trajectory for laser equipment companies.