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 Take profit on 1288HK to reduce our EM allocation September 26, 2018 we like shorting put on renault here June 5, 2018 take profit on short on Kone (Knebv fh) and long GDX and reduce short on EEM October 16, 2018