Their vaccines helped beat back a global pandemic, shattering pharmaceutical sales records in the process. Now comes the hard part.
Fundamental Thinking
The perspectives of Harding Loevner’s sector and industry analysts on a range of investment topics.
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.
Pay Dirt: Capitalizing on the Electrification of Landscaping
The clock is winding down on gas-powered lawn machines. The early rulers of battery-powered outdoor equipment look to build an edge that isn’t so easily trimmed.
The Future of Charging: Strange Things Are Afoot at the Circle K
As the world looks to electrify 65 million miles of roadways, an iconic gas station-convenience store chain places itself at the frontlines of determining how quickly—and profitably—that transition occurs.
Crushed: The Search for an Investment Opportunity in Wine
Not every industry is conducive to long-term growth. In the wine industry, a disruptor from Down Under faces an especially steep climb.
Modeling the Metaverse: Facebook, Apple, Meta, and the Fight to Profit from the Next Big Thing
What has long been a subject of science fiction—a totally immersive virtual world inhabited by all of humanity—is increasingly a part of Big Tech companies’ plans for future growth. And the winner is…
Super Cycles: This Time It Might Be for Wheel
E-bikes, the latest mobility craze for aging Baby Boomers, may have enough juice to help one venerable component maker engineer a breakaway.
Third Law: How a Pair of Chip Companies Came to Hold the Keys to Everything
Much of modern digital society now rests on advanced silicon chips made by just two manufacturers—and there is no road back.
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.
Update: The Vaccine Race Investment Case Enters a New Phase
After a pair of stunning announcements, two biotech upstarts take a big step toward approval, and toward potentially charting a less-travelled path to long-term profitability.
The First Time in Memory: Have Durable Profits Finally Arrived in IT’s Most Volatile Segment?
After decades of 70% growth spurts, vicious price wars, and a major price-fixing scandal, memory chips show signs of behaving, dare we say, almost like a stable business.
Hearing Aids for All—Sound Good?
How new regulations and direct-to-consumer distribution models play out for the hearing industry is—much like these tiny marvels of technology themselves—likely to be complicated.