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ARGENTINA: SECOND SEMESTER OUTLOOK 2021

ARGENTINA: SECOND SEMESTER OUTLOOK 2021

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In this book, we analyze and try to predict how the economic and social future will look like for Argentina in the second semester 2021. Our criteria and hypothesis use the revision of past months and also take under consideration the political context under Alberto Fernandez´s government. In the first section, we provide comments on why we think the second semester 2021 will be a difficult one for Argentina and in the second section we complement this review with an analysis of macroeconomic variables. In the third section, we describe the expectations for next year. In the fourth section, we forecast the local sovereign credit trajectory. Finally, in the fifth section we share our final notes and our investment thesis included for theoretical portfolio management ideas.

 

Product details

ISBN: 9781956214420
Author: Fernandez, Victoria R., and Gonzaga, Cristian L.
Published: Jun-2021
Format: eBook (PDF)
Pages: 30
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