Companies that can plow profits back into their own businesses create a competitive advantage they can tap when the economy slows.
Fundamental Thinking
From Moroccan Ports to Indonesian EVs, High-Quality Growth Turns Up in Furthest Reaches of Markets
Here are five companies in frontier emerging markets that are prospering as regulatory reform and industrial and technological development alter the trajectory of economic growth in their respective countries.
Hydrogen’s Future Is Finally Looking Green
With the help of the US Inflation Reduction Act and other energy-transition initiatives around the world, at least one obstacle that long stood in the way of green hydrogen production is being knocked down. Several industries stand to benefit.
Super Cycles: This Time It Might Be for Wheel
E-bikes, the latest mobility craze for aging Baby Boomers, may have enough juice to help one venerable component maker engineer a breakaway.
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.
Autonomous Driving Offers No Easy Path for Investors
Though the future of cars may be automated, our investment decisions will be anything but.
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