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 Short DLG GY September 7, 2018 we take profit in Sinopec (386 hk) and China Res. Cement (1313 hk) September 18, 2018 we stop our long trade in Inditex September 4, 2018
