Fundamental Thinking

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

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.

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.