Emerging Market Equity Portfolio Manager and China Analyst Lee Gao shared his views on the Belt and Road Initiative and China’s investments in infrastructure.
Emerging Market Banks Are Holding Up. Watch These 6 Stocks.
Emerging Market Equity Portfolio Manager and Analyst Rick Schmidt shares his thoughts on Harding Loevner’s long-standing preference for emerging market banks over developed market banks.
Many Investors Are Skeptical of Jumping in on China’s Highly Touted Recovery
Portfolio Specialist Ray Vars discusses the broader implications of China’s reopening. He highlights how the strain faced by China today may create attractive opportunities for long-term investors.
Emerging Markets (EM) Investing in the Next Decade: The Game
Emerging Markets Equity Portfolio Manager and Analyst Pradipta Chakrabortty was one of six investment professionals consulted by Mutual Fund Observer for this comprehensive analysis of EM investing. Chakrabortty’s biography is also included in a companion article, “Emerging Markets Investing in the Next Decade: The Players.”
Diversification in a Bear Market
The Harding Loevner Emerging Markets Portfolio is highlighted in this Morningstar guide that offers suggestions on ways individual investors can diversify their investments in the current market.
Assessing the mRNA Leaders
Barron’s provides a broad overview of an article in Harding Loevner’s Fundamental Thinking series about Moderna and BioNTech. In the article, Co-Deputy Director of Research and Health Care Analyst David Glickman describes why both companies are ahead of the competition in the mRNA pharmaceuticals race. He also explains how, despite […]
Only Five of the Biggest Active Shops Notched Net Inflows in 1H22
Portfolio Specialist Apurva Schwartz is quoted in this article about mutual fund flows and performance in the first half of 2022. She notes that amid the market downturn it’s been “a strong environment for value-oriented funds and equities.” Subscription required to view the entire article.
China inches towards corporate ESG disclosure standards
China Analyst Lee Gao discusses the implications of new ESG disclosure standards being introduced in Mainland China and how these standards compare to those in other Asian countries. He also explains how China’s disclosures may be a step toward international standardization of ESG reporting.
Patrick Todd on TD Ameritrade
Portfolio Manager and Analyst Patrick Todd discusses why hearing and vision care companies are particularly well-positioned for long-term growth and highlights notable businesses in these areas.
What This Money Manager Learned Traveling in Covid-Zero China
Portfolio Manager and Analyst Wenting Shen discusses her experiences visiting China this summer amid the country’s COVID-19 lockdowns. She comments on notable domestic consumer trends, the implications of the pandemic on Chinese manufacturing, and how the government’s ebbing COVID measures have affected markets.
This Market Rally Could Force the Fed to Raise Rates Higher
Asset Allocation Strategist and Portfolio Manager Edmund Bellord is interviewed for this article discussing the interrelationship between market movements and the Federal Reserve’s policy decisions. Bellord explains why the Fed’s efforts to restrain inflation will likely cause stocks prices to fall further. Subscription required to view the entire article.
As Global Markets Shudder, Investor Sentiment About China Ranges from Exuberant to Highly Cautious
CIO and International Equity Co-Lead Portfolio Manager Ferrill Roll is one of the investment professionals quoted in this article about continued optimism toward China among many asset managers. Roll discusses how lessons learned from the 2003 SARS outbreak informed Harding Loevner’s decision to stay invested in China during the COVID-19 […]