Gisela Brant, a LatAm Local Markets Strategy Analyst at J.P. Morgan, and Alejandra Andrade, a LatAm Corporate Credit Strategy Analyst at J.P. Morgan, share insights on Argentina's economic landscape. They discuss recent reforms, the impact of fiscal policies, and the path towards recovery post-recession. The evolving fixed income market is examined, along with the dynamics of capital controls and potential shifts in the exchange rate regime. They also highlight the rally in corporate bonds, driven by high yields and strong credit fundamentals, uncovering new investment opportunities.
