Good risk reward,
Most European banks are trading below 0.7x P/BV
Draghi will raise rates by 2019 sep
Italy will fix budget with EU approval
China_US deal will reach a "temporary peace"...
Long Global Banks
Long Chinese Equities
Long Industrials
Most European banks are trading below 0.7x P/BV
Draghi will raise rates by 2019 sep
Italy will fix budget with EU approval
China_US deal will reach a "temporary peace"...
Long Global Banks
Long Chinese Equities
Long Industrials