Fundamental Thinking

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

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.

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.

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