apolo1102 escribió:http://www.roubini.com/latam-monitor/25 ... e_exchange
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Therefore, we believe that Argentina is on the cusp of an unprecedented expansion, and it makes the GDP warrants highly attractive. We expect the Argentine economy to grow more than 4.5% y/y in 2010. Hence, the warrants should resume payment in December 2011, with a disbursement of more than 3.48. Furthermore, we believe that the economy will accelerate to a growth rate of 5% in 2011, thus raising the payment to 4.11. With the GDP warrants hovering close to 8, investors will be able to recover most of their investment during the next two payments. More importantly, they will still be able recover another 34 cents. At this pace, investors should recoup the entire value of the warrants before the end of the decade. The surprising thing is that the warrants were never so cheap. A few years ago, they peaked at 16 cents. However, the payments at the time were a little more than 2 cents. Now, they are trading at 8, but the payments are almost twice high. If Argentina plays its cards right, a rush of capital inflows and a spike in grain prices could push GDP growth even higher and further boost the payout.
This is why the completion of the debt exchange will mark the start of a very interesting chapter of Argentine history.
TE LO RESUMO EN DOS PALABRAS: IM-PRESIONANTE, para nmi es la mejor descripcion, objetiva sobre lo barato que estan los UVP y su potencial de suba y cobro de facial restante...REPITO, IM PRESIONANTE
Gracias Cristian por esta data, no la tenia de Roubini...