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Allaria Does Not Foresee Stress with the Dollar in Argentina, but Sees Opportunities to Rebalance Portfolio

Summary by Bloomberg Linea
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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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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Bloomberg Linea broke the news in on Friday, July 4, 2025.
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