With each passing week the feeling that the Argentine economy is approaching the one we experienced in the eighties cannot be avoided. It does not mean that the situation will be exactly the same nor...
More Short-Term Uncertainty, an Opportunity in the Long Term
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More Short-Term Uncertainty, an Opportunity in the Long Term
Third week
September 2021
The results of the primary elections were surprising, as well as how quickly internal tensions escalated within the ruling coalition. The market's vote was a cautiously optimistic one, recognizing that the short term is fraught with problems, although the chances of a regime change in 2023 have increased. The market’s logic is that this means good news for the business world. We tend to agree with this interpretation.
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