Fundamental Thinking

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

MercadoLibre Defies Skeptics as Spending Spree Begins to Pay Off

For years, the Argentine company invested heavily in a transportation network to help grow its e-commerce platform, the success of which has enabled it to branch into more profitable lines of business, such as consumer credit. In a volatile economic environment, MercadoLibre is a reminder of the growth and earning power of high-quality companies outside the US.

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.

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