Take profit on 1288HK to reduce our EM allocation 1288 HK’s EPS grade is down to a bearish level (37), while the share price has rebounded below the 200 days MA. Our matrix stays short EM and accordingly we trim our exposure of long Chinese names. You Might Also Like Take profit on our short on US Utilities September 26, 2018 take profit on short on Kone (Knebv fh) and long GDX and reduce short on EEM October 16, 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