Argentina equities: Never again! Easier said than done

  • 9 sovereign defaults and little chance of the reforms to avoid a 10th put us off Argentina but some may be tempted by...

  • (1) Fear of missing out: MSCI Arg IMI rose 85% between holdout deal (Feb 2016) and looser inflation target (Dec 2017)

  • (2) ADR exceptionalism: Argentina's largest stocks are listed in the US, reducing capital controls and FX rate risks
August 12th, 2020
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