“It is not time to buy bonds in dollars or shares, but Lecap and Boncap offer very good rates. The market always gives opportunities,” said the analyst.
The local financial market is going through a period of exchange stability, which leads investors to rethink their strategies. In this context, analyst Salvador Di Stefano, known as the “Blue Guru”gave his vision about the best options to protect the capital and ruled out certain assets in the short term.
Investment Strategy: What does Di Stefano recommend
Through his recent analyzes, Di Stefano said The market is at an adjustment stage. Among the key factors, he mentioned the Fall of Argentine actions in recent days, international uncertainty and profits after the strong recovery of local assets.
“Now you have to look down and be more selective than Never when choosing shares and bonds“The specialist warned in his X account.
For those looking for investment options, Di Stefano highlighted two instruments that, in their opinion, present a great opportunity in the current context: LECAP and BANCAP. These instruments in pesos offer attractive rates, especially in a scenario where the Central Bank reduced monetary policy rates and monthly inflation is located around 2%.
“It is not time to buy bonds in dollars or shares, but Lecap and Boncap offer very good rates. The market always gives opportunities,” said the analyst.
Projections for the dollar and inflation
At the beginning of the year, Di Stefano anticipated that the weight could continue to be appreciated, which would contribute to a greater slowdown in inflation. According to its forecast, the consumer price index would close 2025 with an increase in 24% annualwhile the devaluation of the official exchange rate would reach the 16%.
“This will be a year of low inflation and exchange stability, with very low interest rates,” he said in dialogue with financial panorama.
While the market continues to adjust to the new conditions, investors cautiously analyze the available opportunities. In this scenario, the commitment for short -term pesos instruments is emerging as an attractive alternative until the international and local panorama is clarified.
Source: Ambito
I am an author and journalist who has worked in the entertainment industry for over a decade. I currently work as a news editor at a major news website, and my focus is on covering the latest trends in entertainment. I also write occasional pieces for other outlets, and have authored two books about the entertainment industry.
