In a new economic order with positive rates and stability signs, independence is no longer political: it is played in savings and investment decisions. What opportunities open and why it is time to stop.
Argentina approaches one year after a paradigm shift. In this context, it is worth asking: what do we talk about when we talk about independence? Is it just a historical idea or a horizon still in force?
For those who invest, save or work In markets, independence is not decreed, it is built. And start from below: with ordered fiscal accounts, low inflation and macroeconomic conditions that reward predictability. It is in that field where true economic freedom begins to forge.
In these months, the country travels a relative price rearrangement, tries to consolidate tax solvency and advance deep deregulations. The gear market floats within a band and monetary policy seeks to anchor expectations with aggregate control. In parallel, the banks are recapitized, the credit grows and – after the elimination of the lefis – the liquidity of the system is reconfigured: the flows that previously went to those instruments now migrate to other assets and private financing, impacting on interest rates and dynamizing the market.
All this has a goal: lay the foundations for the economy to be less vulnerable and more predictable.
The concept of independence acquires a new meaning: it is no longer just about emancipating from the State or of some external power, but about recovering the individual freedom to decide, save and invest without fear of the inflation or tax with inflationary or tax. That the fruit of the effort is not evaporated or punished.
Faced with this process, many wonder: is it worth investing again in Argentina? Or do we expect a little more? History shows that great opportunities appear when there are still doubts. And this can be one of those moments.
Where to invest in this scenario?
With the current scenario of disinflation, exchange rate content and credit recovery, there are several strategies to consider:
- Sovereign bonds in dollars: They have already risen, but they continue to offer Upside if the macro order is consolidated.
- Provincial Bonds: They still offer attractive yields, with less regulatory risk than sovereign.
- Yield: They are useful for diversifying Argentine risk, although they lose relative attractiveness if the official dollar remains stable.
- Cer or Dual Bonds: They can serve as coverage to possible inflationary surprises or exchange rate jumps.
- Money Market Cautions and Funds: Ideal for conservative profiles seeking to preserve capital and take advantage of rates without risk of duration.
Today investing is also an act of independence. Not because it implies cutting with everything, but because it means actively choosing how and where to build our economic future. Freedom, too, is won with strategy.
* Doctor creator of your finances.
Source: Ambito
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