Is the scenario that raises Argentina credible? Is undoubtedly an ideal world for the country which arises and although there are strong and justified doubts about how achievable that may become, the illusion is the last thing is lost. In the mouth of the liar, the truth becomes doubtful, is a phrase that would fall well the Argentine Government which many times has tried with a change in the direction of economic policy. But despite the doubts as the Kirchner Government can generate, the markets have spoken clearly and they renewed their confidence in the country. The Argentine Government in a global crisis that generates large end context creates opportunities for the country. The verdict of the market is clear: country risk continues to fall and is already located in 742 basis points, while debt bonds gained yesterday up to 4.2%, and rose up to 20%. Argentina once again has an opportunity to twist its course. The need is bringing it to this and the decision is in your hands. While the Government is still thinking which road to take, investors look forward, seeking to identify the opportunities that can be generated with an economy less volatile and unpredictable.
If one observes the evolution of the market of values of Buenos Aires, the Merval index has drawn an upward trend with few interruptions since March until now. For those who decided to take the risk and put together a portfolio that replied to that index, they will be enjoying an increase in the value of their investments of 114%. But opportunities for gains are still present within the companies that make up the Merval, although some of them rely on this change of course that promises to the Argentine economy. What Argentine companies show a good future? This will be subject of a future article. For one thing, we must be vigilant to the next steps of Argentina must decide whether to follow a path like that runs Venezuela or one more promising as the who have elected Brazil and Peru, to name only two cases.
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