Reducing weighting to Spanish equities

We are starting to reduce allocation to Spanish equities.

Our various measures tell us that #Spain‘s #IBEX index at 11,075 points is “full” and approaching the latter part of its advance and so probability suggests that the ‘fat part of the trade’ has been seen.

Hemos visto la parte suficiente del comercio.

April 2, 2024

by Rob Zdravevski

Karri Asset Advisors

rob@karriasset.com.au

#Espana