Filtered library · Theme
em-disinflation theme · 2 dossiers
Dossiers in the em-disinflation theme cluster — 2 names moving on shared catalysts.
All dossiersGGAL
freshGrupo Financiero Galicia S.A.
Argentina reform trade reaccelerating: Milei's Oct-26 2025 midterm landslide plus May CPI at an 8-month low (2.1%, released June 11) revive the disinflation narrative. GGAL, the liquid large-cap bank proxy, has bounced ~35% off its $40…
Compounder argentina-financials argentina-macro-reform
catalyst · →
BMA
freshBanco Macro S.A.
Argentina disinflation/credit-recovery trade; BMA is the best-capitalized domestic vehicle. But the explosive Milei-midterm leg (Oct 2025, ~3x off the low) is mature, Q1 ROE is a thin ~10%, and price sits mid-range near $91 off the $106…
Compounder argentina-financials argentina-turnaround
analysed · →