Fundamental Thinking

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

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.

A People’s War: China and the Coronavirus

China was the first country to confront COVID-19 and appears to be the first to recover. The solidarity and tenacity of the Chinese people were key reasons for the success, writes Harding Loevner Analyst Jingyi Li.

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?