Fundamental Thinking

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

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.

Will the Sharing Economy Deliver the Goods?

Uber, Airbnb, and other stars of the sharing economy have high valuations that seem to belie their profitability. Is the sharing economy all hype?

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