CEPU - How To Play Argentina's Eventual Rebound: What To Expect Now And What To Avoid

Financially speaking, there is blood on the streets in Argentina. The last inflation figure of 4.7% for the month of March has spooked consumers, business owners, politicians and investors alike. The likelihood of political change and the FX rate have surged in tandem -- and the government strategy of polarization with former president Cristina Fernandez de Kirchner seems to have backfired, as the prospects of her return are inducing further capital flight and worsening the crisis. If the government's very mild recently announced "relief plan" fails to reduce the inflation rate for the next few