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.
Fundamental Thinking
Why Subscription Revenue Is Lifting the Enterprise Software Industry—And Investor Expectations
Selling software as a service instead of a product has been a boon for enterprise software companies. But will their growth translate to high profits?
The New Retail: Why the Future of Shopping Will Be a Story of Bits and Bricks
In-store apps and “digitized” brick-and-mortar stores point to a future where online and offline shopping is highly integrated.
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.
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.
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?
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?
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.
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