ARGENTINA-PARIS AGREEMENT AND DOWNSIDE RISKS

ARGENTINA-PARIS AGREEMENT AND DOWNSIDE RISKS presents a deep data-based analysis around the Argentine government decision to postpone the payment to the Paris Club; Argentina has a chance to achieve an agreement with the IMF first. The only question here is, will that occur pre or post elections? In the first to fourth section, we review the current Argentina macroeconomics challenges, advantages and incentive in regards to the international debts and the impact in the local stock market. In the fifth to eleventh section, we analyze pros and cons of whether an IMF payment agreement could be achieved or not and the likely time frame for such an agreement. Part of this analysis is related to the local stock market behavior. Finally, in the twelfth section we share with you final notes and an investment thesis for theoretical portfolio management ideas.

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