Flipped autos from long to short book
The investment case for Europe is on the face of it challenging, but Crux is finding opportunities in unusual areas.
Investors attrated to long/short mandates
With possibility of 20% plus corrections on the horizon, manager cautious on ASEAN markets over the next 12 to 18 months.
Focus on particular economic data points misses the extent of the change in China's economy in recent years.
Country's economy moved back into deflation last month.