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12
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8/17/19 11:10PM
Is anything in Argentina investable at this point?
Lpartners — dare to speculate on how Fernandez government will deal with the flight of capital, recession, debt / IMF, inflation? Are all sectors doomed? — eventual taxing of any fundamentally sound sector earning hard... login to read the rest
Helpful write up. In light of recent events...
1) Do you have an opinion on the potential escalation of NPV (non-performing loans)?
2) Do you have an opinion on macro factors impacting the need for banking services... login to read the rest
Hi LuckyDog - of course requiring an IMF loan wasn't ideal, but I think it was prudent given the circumstances. In the end it comes down to price, and to me, 5x earnings for a... login to read the rest
Now that this has made a full round trip, any updated thoughts on SUPV? Seems to me that irrespective of current currency turmoil the LT outlook for Argentinian banking remains bright.. I've been adding.
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