Our research team bring you their key market insights for the quarter. You can access Q4 -2020 – Holon Market Pulse here.
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...
Data has been described as the new oil. But it is now literally gushing everywhere. And that’s only going to get worse with the rise and rise of electric vehicles (EVs) which will create a global data storage crisis,...
If you walked out your front door and took 30 ‘exponential’ steps, let’s say west, where would you land? Would you be in NSW? In Perth? South America? You would, in fact, travel 26 times around the planet. Not...
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