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

Geoeconomic Monitor: Bracing For Tariff Man
Geoeconomic Monitor: Bracing For Tariff Man
Arthur Kroeber, Yanmei Xie, Tom Holland, Tom Miller
17 Jan 2025
Donald Trump will take office on Monday, vowing to use massive tariffs—and other forms of coercion—to remake the world on America-first lines. We are launching a biweekly Geoeconomics Monitor which will offer short takes on key developments. In today’s first edition, we assess the impacts of Trump’s tariff-based foreign policy, the impact on oil of prospective peace deals, and how emerging economies will hedge their bets.
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Global Strategy: The Contrarian Report
Global Strategy: The Contrarian Report
Louis-Vincent Gave, Anatole Kaletsky, Tom Holland, Andrew Batson, Udith Sikand, Tan Kai Xian, Cedric Gemehl, Tom Miller, Will Denyer, Charles Gave
8 Jan 2025
Before investors bed in strategies and reset portfolios for a new year, we wanted to offer 10 contrarian insights that may challenge their views. Expect to hear more from Gavekal authors in 2025 on these topics.
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Syria, Russia And Energy Dominance
Syria, Russia And Energy Dominance
Tom Holland, Yanmei Xie
10 Dec 2024
What happens next in Syria is anyone’s guess. Right now, hopes are high that the collapse of Bashar al-Assad’s regime will bring an end to Syria’s civil war. But the overthrow of a Middle Eastern tyrant seldom ushers in a new era of peace and prosperity. Beyond Syria, however, some of the wider implications of al-Assad’s fall are already clear, and they point to a changed global landscape, especially in international energy markets.
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