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"Argentina is the gift that keeps on giving"
27 March 2021
Argentina is one of the world's most out-of-favour stock markets.
As the Wall Street Journal reported recently: "The country's total stock-market valuation has collapsed from USD 350 billion in 2018 to USD 20 billion last year."
Such a collapse is stunning, all the more so at a time of rallying global markets. Based on that one indicator alone, anyone with an interest in crisis investing would naturally take a look at Argentina.
There is now a concrete reason to do so – a potential catalyst to help the country back on its feet.
Since mid-2020, major agricultural price indices have surged by over 40%. Prices are now at their highest level since 2013, and some predict there is more to come.
One of the biggest beneficiaries? Argentina, the country that makes 70% of its export income from agricultural products.
Is now the time to pile into Argentinean assets at vastly discounted prices?
I set out to investigate.
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