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 back to BAC and buy DHI May 29, 2018 we like shorting put on renault here June 5, 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