Argentina

Argentina provinces: FX Hedge remains the defining trait of provincial returns

  • We still favour the FX Hedged group due to local and global factors

  • We looked for opportunities in the category of Non-FX Hedged provinces

  • We reaffirm our preference for BA City, Mendoza, Salta and Tierra del Fuego and see value in La Rioja

https://cdn.tellimer.com/providers/badge-banctrust-YhrSMcL2p7lBJVcvHN1slhpVfXKTLSvf9Sf5ktvL.png
Federico Cuba @ BancTrust & Co.
https://cdn.tellimer.com/providers/badge-banctrust-YhrSMcL2p7lBJVcvHN1slhpVfXKTLSvf9Sf5ktvL.png
Ramiro Blazquez @ BancTrust & Co.
October 4th, 2022
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