Fundamental Thinking

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

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.

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?