Tuesday, October 19, 2010

Argentina versus Peru

Conventional wisdom on Peru: New miracle economy.....stable.....top performing....great growth......new best friend......can't be bettered......expanding local market
Peru's benchmark IGBVL index is up 215% from the Financial Crisis lows.

Conventional wisdom on Argentina: Risky.....volatile.....default at any moment....don't wanna invest there....never make any money there....avoid the local market
Argentina's benchmark Merval index is up over 240% from the Financial Crisis lows.

Never forget that most advice you receive on LatAm finances is laden out by complete dumbasses.