South American Rumbles: Argentina and Brazil Developments (Pictet)

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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