Tom Holland

Tom Holland

Deputy Global Research Director

Tom helps to steer Gavekal’s global research, with a special focus on energy markets. Before joining Gavekal in 2014 he worked as an analyst and commentator at media organizations including CNBC, The Wall Street Journal and the Far Eastern Economic Review, earning his spurs as the lead foreign exchange analyst for Dow Jones during the 1997-98 Asian currency crisis. He originally started his working life as an exploration geologist, until a collapse in commodity prices forced him into journalism as the traditional refuge of the otherwise unemployable.

Tom Holland's Articles

Selected research

Bear Cage
Bear Cage
Tom Holland
28 Nov 2023
The Cop28 and Opec+ meetings this Thursday are taking place against a backdrop of a fundamental disagreement between rich-economy energy consumers and developing-world petroleum producers about the long-term outlook for hydrocarbons as an energy source. One of the two sides has got its picture of the world’s energy future badly wrong. Which one it is will matter greatly for investors.
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Video: Hong Kong Tries To Reboot
Video: Hong Kong Tries To Reboot
Tom Holland, Simon Pritchard
10 Nov 2023
Hong Kong may not be the freewheeling city of yore, but is trying to effect a reboot that will again make it Asia’s premier international financial center. Tom Holland and Simon Pritchard assess where the offshore Chinese territory stands in its recovery from political protests, Covid isolation and a game-changing national security law which has crushed political dissent.
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Strategy Monthly: Oil After The Gaza Factor
Despite warnings that a broadening of the Gaza conflict could drive the price of crude as high as US$150/bbl, the oil market has remained relatively subdued since the October 7 Hamas attacks on Israel. This reflects the powerful incentives of the major Middle Eastern players to avoid a marked escalation of the war and to keep Gulf oil exports flowing.
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