The main challenge will be to maintain the pace of private investment in a context of "political noise," where the strength of key economic institutions, such as the BCRP, will play a fundamental role in anchoring business expectations.
To understand how this new cycle may influence the economy and portfolios, we must separate what has become clearer from what remains uncertain.
The country faces a historic opportunity: to leave behind decades of fiscal populism and make way for a modern and competitive economy. But the road will not be easy.
After almost two years of government, Javier Milei shows economic achievements that seemed impossible, although social costs and political tensions cast doubt on the sustainability of his program.
With Donald Trump's victory, the federal debt continues to grow unchecked, a crucial issue that must be addressed.
The economy and an intensification of grassroots support would be some of the factors behind the historic win of now President-elect Donald Trump.
At the event organized by Fynsa, experts such as Pablo Argote, Provost Postdoctoral Scholar in the Department of Political Science at the University of Southern California, and Humberto Mora, Deputy Investment Manager at Fynsa Brokerage, analyzed the key factors for the upcoming presidential elections in the United States and their possible impact on the economy and the market.
A second Trump presidency could bring significant changes to the economy.
In 2024, a year in which more than half of the world's population participates in electoral processes, Taiwan's elections stand out for their significant global importance.
If elected, Javier Milei will have to convince Argentina and investors that his proposal to dollarize the economy is serious and responsible in order to lower the inflation that Argentines have suffered for decades.