Fixed Income Analysis /

Argentina Credit: Winners and losers from the devaluations and rate hikes

    Rafael Elias
    Rafael Elias

    Director, Latin America Credit

    Tellimer Research
    14 May 2018
    Published byTellimer Research
    We believe we have uncovered some credits and sectors that are likely to benefit from the Argentina peso devaluation, some that are likely to be hurt, and others whose performance is likely to be a function not only of the exchange rate, but also a result of rate hikes and inflation.