In our May newsletter piece titled Three waves to keep inflation high over the next decade, we introduced the concept of Team A vs Team B, and concluded that we will shift from a US-centric unipolar world to a...
Foreign investors have been dumping Chinese stocks on fears the Chinese Government’s recent policy changes will unwind the country’s two decades of economic successes. Experienced China investors took advantage of the selloff to accumulate positions in both Tencent and...
Last month, Holon wrote a note arguing that investors had misinterpreted the Chinese regulator’s recent policy announcement that sent shares plummeting. Many fund managers are now dumping their Chinese holdings, declaring the country too risky. We believe that this...
for contacting us, we will be in touch shortly
Thank you for subscribing to our unique
view on investment, markets and money.
Contact Holon Photon Fund SICAV Team
Thank you
for subscribing, your download will commence now.