I'm sure I'm not the only one in these lands that have invested in Argentina since Milei came to power. I wonder what other people would say are the underlying fundamentals for the investment thesis. For me, it would be something around this:
- Correct identification of the cause of Argentinian economic underdevelopment
- Directionally correct measures to turn around the existing economic trends
- Moral excellence imposed by international and intergenerational paradigm shift ambitions of Milei
- Unintended and unforeseeable positive consequences of setting the truth as a communication standard in politics (not that every single thing Milei or the government say is what they believe, but it's easily 80% vs 5% elsewhere)