Tim Davies, our Research Director at Holon Global Investments, was quoted by Charlotte Grieve in her article from ‘The Age‘ discussing “‘Constrained’, Biden presidency set to lift markets”, saying that:
“…President Biden would seek to stimulate the economy out of COVID-19 by investing in new energy, and this could lead to growth in demand for Australian resources such as Nickel and Lithium….[President] Trump seemed to be pushing more into the old world, opening up coal and doing more oil wells….[Mr] Biden seems more focused on shifting and looking forward with the new energy policies….Electric vehicles will be a huge growth area…”
The full article can be accessed here.