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.
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.
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.
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.
The Global Recycling Shakeup: Why Tech Is Replacing Cheap Labor in the Plastic Recycling Industry
In response to China’s decision to halt plastic scrap imports, some waste management companies in the West are going high tech.
Laser Technology Continues to Burn New Ground
Greater precision and speed, combined with lower energy requirements, give lasers a meaningful advantage over other manufacturing tools—and a long growth trajectory for laser equipment companies.
How an Industry That Helps Feed an Increasingly Hungry Planet Proved Turbulent for Investors
If global demand for food is rising, why did producers of a key fertilizer falter?
Three Reasons Cement Companies Are as Durable as Their Product
Cement’s “value to volume” ratio, among other factors, sets cement companies in a profitable position.
- 1
*By checking “Opt-In Confirmation,” you consent to receive investment updates from Harding Loevner. You can withdraw your consent at any time. Contact us.