update on our long list in europe (going a bit defensive) Out: LONN SW (grade down to 53), LOGN SW replaced by 2 defensive names : GSF NO & BARN SW You Might Also Like take profit on tencent November 2, 2018 grab Grub May 30, 2018 We buy Chinese names (1313 HK – 1288 HK – 386 HK) after signals of more accomodative fiscal policies in China July 24, 2018
We buy Chinese names (1313 HK – 1288 HK – 386 HK) after signals of more accomodative fiscal policies in China July 24, 2018