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 Kone Oyj (Knebv fh) June 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 close our long trades in Carlsberg and Sika September 3, 2018
We buy Chinese names (1313 HK – 1288 HK – 386 HK) after signals of more accomodative fiscal policies in China July 24, 2018
