Between aging pipes and growing populations, there is a growing need for cost-effective, modern infrastructure to deliver the most precious of resources—water.
Fundamental Thinking
The perspectives of Harding Loevner’s sector and industry analysts on a range of investment topics.
Schneider’s Growth Turns Electric
Demand is on the rise for energy-efficient electrical systems and automation tools. This is helping Schneider Electric to grow revenue at a rate that defies the stereotype of big, old Industrials companies.
It Takes a Village: The Semiconductor Industry’s Vital Equipment Suppliers, in Four Charts
Just about anything with an on-off switch contains a semiconductor chip, but only a few companies produce them, and a chunk of their capital spending goes toward high-tech machinery and other specialized tools provided by Applied Materials, ASML, Lam Research, and many others.
Rise of the Machines (For Real This Time)
Companies have tried to build and sell humanoid robots for decades but are now figuring out how to do it profitably.
Solving AI’s Energy Dilemma
Can tech companies pursue the growth opportunity of generative artificial intelligence and still meet their climate goals?
How Microsoft Became the Business World’s Portal to Generative AI
After missing out on the smartphone era, the company made its software indispensable to the workplace. Now, as businesses look to the new era of artificial intelligence, the Microsoft 365 and Microsoft Azure platforms may be a chosen gateway.
Wegovy and the Topsy-Turvy World of Weight-Loss Drugs
Ozempic kicked off a craze for weight-loss drugs, but Eli Lilly and Novo Nordisk may not dominate obesity the way they have dominated diabetes.
Growing In Hard Times: Reinvesting During China’s Turbulence
Companies that can plow profits back into their own businesses create a competitive advantage they can tap when the economy slows.
From Moroccan Ports to Indonesian EVs, High-Quality Growth Turns Up in Furthest Reaches of Markets
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.
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.
Planet of the Myopes: Can Contact Lenses for Kids Solve the World’s Vision Problem?
The screens we can’t seem to live without are contributing to alarming rates of myopia, or nearsightedness, around the world. Cooper is betting contact lenses that slow the condition are a viable solution, but will kids wear them?
Loonie: How a Canadian Dollar Store Became One of the World’s Most Profitable Retailers
Retail chains aren’t known for particularly high profit margins, but Dollarama—where many items sell for just C$1—is the surprising exception.
*By checking “Opt-In Confirmation,” you consent to receive investment updates from Harding Loevner. You can withdraw your consent at any time. Contact us.