Cement’s “value to volume” ratio, among other factors, sets cement companies in a profitable position.
Fundamental Thinking
The perspectives of Harding Loevner’s sector and industry analysts on a range of investment topics.
Disrupting Your Closet: How Customized Clothing Can Remake the Apparel Industry
New tools like 3D knitting, body scanning, and augmented reality could make “custom” the new black.
Big Data Infects Life Itself
As algorithms reshape the life sciences, who will make it big?
Craft Beer Is Going Flat. Can Craft Spirits Continue the Insurgency?
As Big Beer finally learns the mantra: “if you identify a trend, ride it, don’t fight it,” the growth path for craft brewers and distillers becomes more difficult, though not impossible.
Why 5G Will Transform Much More Than Telecommunications
The transition to fifth generation wireless technology will likely have deeper and broader economic implications than previous transitions.
Autonomous Driving Offers No Easy Path for Investors
Though the future of cars may be automated, our investment decisions will be anything but.
China’s Talents Rise Through the Ranks
The younger, better‐educated generation of Chinese is beginning to disrupt industries around the world, presenting investors with underappreciated challenges and opportunities.
A New Round in the Battle of the Brands
Can new entrants like Dollar Shave Club break the hegemony of the branded consumer staples giants, or will it be dominance as usual?