Executive Summary Context & Framing Four Early Wins (as presented) How the Program Operates Politics, Risks, and What Could Break Macro & Growth Backdrop (as presented) Investor Takeaways Selected Lines (attribution to the event) Reforms “stick” only if people believe politicians are honest.” “Argentina is the most stable country in the world” — leadership of unions and corporates unchanged for decades. The “Bermuda Triangle” where the economy drowns: unions + corporates + Peronist party. “Reduction of expenses is very expansionary” — by shrinking the inflation tax. Reform “is like skiing with one ski… what counts is pointing in the right direction.” For further information, please contact us at info@simplifypartners.com Best regards, — Federico Polese This document is the exclusive property of Simplify Partners SA. Subscribe… Read more
