2024-01-23 16:44:15
For the stock and bond market, 2024 had a start with several surprises in terms of the rise in the merval and the strong rebound in banks. Furthermore, getting into this type of investments is still a good option to protect yourself from inflation. That is why to talk more regarding this topic, Canal E spoke with Mauro Natalucciby Rava Bursátil, in a new edition of Pasando screenshot.
“The market will always be a refuge in a volatile context and uncertainty on all sides,” commented Mauro Natalucci. “The one who invested in the merval from the first day of the year is earning more than 30% profit. YPF drags so far this year 23%, but it is not one of those that rose the mostGalacia already has a 43% increase so far this year”he added.
There are expectations that there will be lower rates in banks
Later, Natalucci stated: “Banks, in any context, they are going to win”. Then, he stated that, “They will earn more or less depending on the passivities that one has regarding access to credit, how the monetary policy comes, what the expectation of the interest rate is and everything indicates that We have general expectations of much lower rates”.
The banking business is not visible to the market
“Monetary policy is expected to be more passive or a significant monetary reduction“, said the interviewee, who later completed: “Lower rates are estimated, A lower inflation rate or at least a deceleration would be expected in the future during the rest of the year.. It is not known what the maximum peak will be, but in the banks themselves, the business is not in sight of the market”.
On the other hand, the member of Rava Bursátil pointed out: “There is speculation with certain operations and certain movements in the financial sector.” Along the same lines, he highlighted that, “private banks are the ones that are listed on the stock market and they are the ones where we see that the prices evolve and They have increased more than 40% in the year. Last year, most of the stocks that have risen the most were energy and This year the banks are ahead”.
“What is going to change It is a much easier access to credit internationally, with a lower interest rate and possibilities of capital income due to an economy that can be opened,” said Natalucci. “Everything would indicate that if Argentina moved to an emerging market, our debt rating would be a little better”, he concluded.
1706028879
#rise #merval #generated #profits #investors