Climate change and other global trends could lead to more encounters with pests—and rising demand for pest control services.
Fundamental Thinking
The perspectives of Harding Loevner’s sector and industry analysts on a range of investment topics.
A Runway to Growth for Airport Services Companies
Fixed-base operators that run a network of locations are likely to achieve higher-than-average earnings growth in the fragmented FBO industry.
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.
The Ramadan Effect: How Islam’s Holy Month Impacts Businesses
Unlike Christmas, Diwali, or Chinese New Year, Ramadan shifts about 11 days earlier each year and is not confined to a single season—or financial quarter.
Online Marketplaces for Loans Are Growing Rapidly. Should Banks Be Worried?
Peer-to-peer lending platforms have flourished in a period of steady economic growth, but their popularity with lenders may decline during the next downturn.
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?
Domestic Disruptors: For Some Japanese Companies, Breaking with Custom Offers a Rare Path to Growth
By emphasing efficiency over tradition, ABC-Mart and MonotaRO have achieved high growth despite Japan’s stagnant economy.
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?
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.
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.
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