Allaria Does Not Foresee Stress with the Dollar in Argentina, but Sees Opportunities to Rebalance Portfolio
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Since it is finishing the liquidation of the coarse harvest, in Allaria S.A. they believe that it can be a good time to rebalance investment portfolios. Still, they do not expect the Argentine market to suffer a strong exchange rate stress, given the strong fiscal stance of the government and the ability of the Central Bank to provide liquidity if necessary. Soledad Tortarolo, manager macro-renta fixed research of precisely Allaria S.A., the mai…
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