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.
Fundamental Thinking
The perspectives of Harding Loevner’s sector and industry analysts on a range of investment topics.
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.
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.
Where on Green Earth Do We Store All This Wind and Solar Power?
In a global energy transition characterized thus far by imperfect solutions and uneven progress, the market for one critical piece of the puzzle is about to blow up.
To the Bone: On the Front Lines of the Food Industry’s Automation Frontier
In labor-starved Japan, a secretive soup and seasoning supplier perfects the recipe for scaling the essence of great cuisine.
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.
The Maturation of mRNA: Will Moderna and BioNTech Ever Be More Than Viral Sensations?
Their vaccines helped beat back a global pandemic, shattering pharmaceutical sales records in the process. Now comes the hard part.
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.
Pay Dirt: Capitalizing on the Electrification of Landscaping
The clock is winding down on gas-powered lawn machines. The early rulers of battery-powered outdoor equipment look to build an edge that isn’t so easily trimmed.
The Future of Charging: Strange Things Are Afoot at the Circle K
As the world looks to electrify 65 million miles of roadways, an iconic gas station-convenience store chain places itself at the frontlines of determining how quickly—and profitably—that transition occurs.
Crushed: The Search for an Investment Opportunity in Wine
Not every industry is conducive to long-term growth. In the wine industry, a disruptor from Down Under faces an especially steep climb.