After a decade of unorthodox policies under two Kirchner administrations, political change is coming to Argentina. In the interim, uncertainty is increasing. Growth is stalling, inflation is rising, foreign currency reserves are dwindling, and the currency is depreciating. Although politically difficult, the adjustments necessary to resolve the imbalances in Argentina’s economy are achievable. Given a more pragmatic administration in 2015, Argentina’s medium-term outlook is positive, suggesting a generational opportunity to buy Argentine assets could soon be approaching.

January 2014

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