AE38
🚀 The AE38 is highlighted as the bond with the most upside potential in a bullish scenario (8-9% yield).
📉 It also has less downside risk if yields rise to 25%.
✅ It is considered the ideal bond for an aggressive profile.
@ClaveBursatilTV:
“After that, for the more aggressive, the curve… it doesn’t make much sense to see the curve, because the curve is not normalized, it’s almost a flat curve. I obviously like the AE38, as I told Tincho just now, because it is the bond that has the most potential for upside in case we go to 8 or 9% yield. I doubt very much that Argentina yields less than 8, 9, I see it as complicated, already below 8 and 9, as I said, I think the bond that had the most to rise was the AL41. If I’m wrong… I don’t remember, but I think it wasn’t the 35, it was the 41 that had the most to rise if Argentina went to seven or six percent yield. I don’t remember the numbers now, I’ll see if I can make the Abaco video about that, yes, but it’s already a scenario that a priori seems less likely to me to occur. Not even the most optimistic must see it, I don’t know, Tincho, how do you see it, but if I tell you Argentina 6, 7% yield, do you see it as difficult today, taking into account that Brazil yields 7 and a half with the American rate at four? Complicated, 300 points country risk, 6, 7, I don’t think so, but I think that 10, if things go well, it could be. And now I’m going to throw, as we are at the end, with 10, the AE38 wins, Tincho, take that for granted, with 10% yield, the AE38 beats the others walking. So it is the bond to choose.”
Watch the exact part of the video where Gus talks about AE38 Bond here:
View the video on YouTube.
Read more articles featuring the most recent analysis of Bonos Argentina (AE38) at this link: AE38 stock.
