Argentina Analysis

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Market Strategy - Deal With Holdouts Likely In Coming Weeks - 21 JULY 2014

We continue to believe that Argentina is likely to reach a negotiated settlement with holdout investors, those who have refused restructuring offers on outstanding defaulted sovereign debt, and evidence that this view is playing out is fuelling a broad rally in Argentine financial assets Once reached, such a settlement would substantially de-risk Argentina's restructured sovereign debt, and as...

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Market Strategy - Negotiated Settlement Most Likely Outcome In Bond Fight - 30 JUNE 2014

We believe a negotiated settlement that avoids a bond default represents the most likely outcome to the long-running legal battle in US courts between the Argentine government and bond investors who have refused previous restructuring offers, the so-called 'holdouts'. However, the path forward is unclear at this point, and as such the risk of default on the Argentina's restructured sovereign...

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