Financial analyst Salvador Di Stéfano predicted that the Blue will be the worst investment against the decline in inflation and highlighted other more convenient options.
The financial analyst Salvador Di Stefano, known as him Blue Guruanticipates a dollar “Quiet” throughout the year and highlighted the best investment opportunities in this scenario.
“Argentina has an economic plan based on three pillars: fiscal surplus, low level of pesos in the economy and positive interest rates. This has resulted in low inflation, a peso that has been revalued and, in the first 15 months of the government, despite having negative reserves, the dollar ticket only increased 20%, while inflation grew by 180%. The ‘widows of the blue dollar In your latest report. Di Stefano added that “Without enough weights in the economy, it is difficult for alternative dollars to rise.”
What will happen to the blue dollar in 2025, according to one of the most listened gurues
Regarding their projections on the dollarthe Blue Guru said: “There are no indications of a exchange jump in Argentina. There are few pesos in circulation, the reserves are negative, but the fiscal surplus and a strong current of investments make the dollar remain calm. “
In addition, Di Stefano stressed that by 2027 the market expects energy and mining exports They exceed those of agriculture, which will allow Argentina to strengthen its dollar position in the Central Bank (BCRA).
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The bonds in pesos, the most chosen option by Salvador
In this context, with the country risk around 770 points, The director of the SDS consultant stressed that “a window of opportunities opens to acquire public titles.”
“The Al35 bonus in dollars is quoted AU $ 63.80 and offers an annual profitability of US $ 4.125, which translates into a rate of 6.47%yield. This without counting the possible revaluation of the bond; if an agreement with the IMF is reached, its value could be located around US $ 72.50, which would imply an additional capital gain of 13.7%, detailed.
As for the actions, the specialist indicated that “They are an excellent opportunity at current prices, although market dynamics could lead to even lower levels. Bonds at these prices are really a bargain”he said.
Finally, he added: “If the Government arrives with the possibility of winning the mid -mandate elections, nor can you imagine how much they could rise.”
Source: Ambito
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