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We include the Amundi GLUX ETF (Luxury World Index) into our Active Euro portfolio, due to a favorable trend with the acceleration of Chinese consumption.
We exit the ETF FOO (Agro-food Europe) with defensive characteristics, while the market shows more appetite for risk.
GLUX (World Luxury) : weekly data
We include the Lyxor TSX ETF (Canada Index) into our Active Euro portfolio, which has an interesting technical configuration.
We exit the ETF BRE (Mining Europe Sector) which shows signs of weakness after several weeks of sharp rise
TSX (Canada index, in Euro) : weekly data