Kazatomprom To Enjoy Rising Returns Over The Next Decade

Harding Loevner81 FollowersFollow5ShareSavePlay(4min)CommentsSummaryThe portfolio's IT weight has risen significantly this year, from an underweight to a slight overweight versus the index.The energy demands of AI data centers are staggering.Demand for uranium is expected to rise as more nuclear plants are planned, restarted, or built.Kazatomprom commands roughly 25% market share of global uranium production.The company generates strong free cash flow and maintains an investment grade credit rating. pingingz/iStock via Getty Images The following segment was excerpted from the Harding Loevner Emerging Markets Equity Composite Q4 2025 Commentary. The portfolio's IT weight has risen significantly this year, from an underweight to a slight overweight versus the index, with ourThis article was written byHarding Loevner81 FollowersFollowHarding Loevner LP is a growing global asset management firm headquartered in New Jersey, USA (Metro NYC). Harding Loevner manages over $52 billion in long-only equity portfolio strategies comprising of high-quality, growing companies in developed, emerging and frontier markets. Harding Loevner’s investment strategies are offered as institutional separate accounts, mutual funds, UCITS, and through sponsored wealth management programs. Harding Loevner's global client base includes leading global investment institutions, such as sovereign wealth funds, major foundations, endowments, pension plans, private family offices, and individuals. Harding Loevner's professional culture is one of transparency, collaboration, accountability and integrity. Harding Loevner is committed to providing all staff with opportunities for career advancement through education, training and personal achievement. Note: This account is not managed or monitored by Harding Loevner, and any messages sent via Seeking Alpha will not receive a response. For inquiries or communication, please use Harding Loevner's official channels.