
Thought LeadershipArgentinaEmerging Markets
10 Things We Like About Argentina: Feedback From Argentina Week
M
Multiple authors
Mar 18, 20264 min read
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There are several catalysts that have the potential to lift emerging market equities this year, after recently being out of favor. These include China’s reopening, a tapering of interest rate hikes by the U.S. Federal Reserve (which would ease upward pressure on the dollar), and stable commodity prices. In our 2023 emerging markets outlook, we explore these factors and more, highlighting drivers of growth in China, India, Latin America, and beyond.
Argentina Week left us with a renewed sense of confidence that the country is entering a structural turning point after decades of volatility.
Argentina Week left us with a renewed sense of confidence that the country is entering a structural turning point after decades of volatility.
Investors may consider beyond short-term tactical investing to focus on themes with strategic implications like defense, cybersecurity, and U.S. energy.
Colombia appears priced for pessimism, but upcoming elections and regional recovery potential could create a compelling opportunity for investors.
Paul Dmitriev
Multiple authors