The report discusses the investment opportunities in Argentina's bond market, focusing on BONARs, provincial bonds, and GDP Warrants. It highlights the potential for residual gains, the value of provincial bonds from Cordoba and Salta, and the interest in GDP Warrants due to revised GDP growth forecasts. The report also provides a comparison of provincial and sovereign bonds' valuation and discusses the implications of Argentina's pro-growth policy mix on equities, fiscal tightening, and currency adjustment.
doj/DataSet10/EFTA01386038.pdf
{"title":"Special Report: Argentina - Position for the upturn","key_people":["Deutsche Bank Securities Inc."],"document_date":"2017-10-16","document_type":"tabular","key_locations":["Argentina","Cordoba","Salta"],"document_subtype":"financial report","key_organizations":["Deutsche Bank"]}