Fundamental Thinking

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

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?

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.