bullish

EM Fixed Income: Argentina: Is this time different?

383 Views26 Feb 2025 12:39
Podcast
SUMMARY
  • Discussing the potential for Argentina to become investable again, starting with macroeconomic factors
  • Macro overview provided by senior macroeconomist Diego Barrera, highlighting positive outcomes of fiscal restraint and disinflation
  • Necessary conditions for gradual removal of capital controls include continued disinflation, IMF agreement and disbursement, leading to potential increase in reserves and real investment opportunities

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