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 Buy Atos through short put (AXI GR 08/17/18 P105 Equity) August 7, 2018 We buy Chinese names (1313 HK – 1288 HK – 386 HK) after signals of more accomodative fiscal policies in China July 24, 2018 we stop our long trade in Inditex September 4, 2018
We buy Chinese names (1313 HK – 1288 HK – 386 HK) after signals of more accomodative fiscal policies in China July 24, 2018