There are interesting developments for investors afoot in Argentina and Brazil. Here’s what Pictet found during their latest visits.
Table of contents
01 Two sides of the falls
02 Argentina – Guido Chamorro
03 Brazil – Adriana Cristea
What Pictet found is reflected in their positioning. They are overweight in the Argentine peso and Argentinian US dollar sovereign bonds and have a small overweight to the Brazilian real, awaiting developments to potentially build on this position and possibly move overweight Brazilian local rates. READ MORE
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