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hpspain
Nov 2, 2018 9:14 AM

BNP Long Long

BNP PARIBAS ACT.AEuronext

Description

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
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