Those who wish to invest their savings should carefully monitor changes in this volatile national and international situationl in an effort to protect your money and optimize your returns.
January is expected to end with high volatility in the exchange rate, so far this year the informal dollar has uploaded 11.6% and exchange rates financials have risen to 7.6%.
At the same time, inflationary pressures are growing, which according to the Survey Market Expectations (REM) are around 5.6% in the first month of the year.
For its part, the domestic market confirmed the upward trend for 2022, accumulating an increase of 26.5% in pesos and 18.2% measured in CCL.
Wall Street reacted very sensitively to the rally due to expectations of a still aggressive Fed and mixed results for the corporate profits.
In fact, those who want to invest their savings must closely follow the evolution of this unstable local context and external to try to preserve your money and optimize yields.
In this sense, stock market specialists heard by Ámbito gave their recommendations for carrying out different forms of investment in the second month of the year.
February Investments: Negotiable Bonds (ONs)
For those who want to take care of their capital by ensuring savings, Lucas Yatche, head of strategy and investments at Capital Hare, said that the values negotiable (ONs), that is, debt companies in which great importance is given to the credit quality of the companies chosen can be correct positioning options.
These tools allow us to protect our portfolios from the short-term fluctuations that the conditions can generate. international and regional.
In particular, those with a moderate profile, Yatche highlighted, have the option of purchasing bonds Pampa Energía (monthly performance of 7%), IRSA (offers a monthly yield of 8.5%) and for those who want to go step by step, taking a greater risk, being able to buy ONs to Telecom (which has a monthly profitability of 8.5%) oa Mastellone (increases 9.5% in the month).
Investment Tips for February: Local Promotions
Mauro Mazza, head of survey Bull Markets, said that a good subheading in the general panel of Stock Markets and Argentine Markets (BYMA) is SAMI, the company that less adjusted to pesos and dollars in the last 12 months and in the middle it made a strong restructuring of its business model, which resulted in revenues of US$ 74 million.
“These cash flows that the MEP was valuing work at rates and with that capital all losses can now be covered and even repositioned in competitive indices for the sector. “We believe that this company should be the star of 2023, after the last reevaluation we made of Argentine stocks,” said the expert.
Investment advice: CEDEARs
According to Mazza, the Argentine deposit certificate market (CEDEARs) will be favored by the separation from China, which prevents the rotation of placements: “then it would be convenient to migrate from Alibaba (BABA) either Baidu (BIDU) to NIO Inc. (GAROTO)“.
“The reopening of China is beginning to favor sales of TESLA clones in China, they remain between 30% and 40% and could increase in the first quarter. Between these two sustainable automakers, we prefer NIO for the risk-reward offered by a company that has been hit hard,” the economist said.
Investment Tips: ETFs
yatch pointed out that the strong positive deceleration in USA will generate a readjustment of macroeconomic conditions in the north of the country or will have a positive impact on the New York Stock Exchange.
Based on this situation, experts recommend acquire SPY, which simulates all the companies in the S&P 500 index or QQQ, an indicator that tracks companies with the indicator Nasdaq Composite.
And when choosing risk profiles, he suggested incorporating more emerging companies from ETFs in more moderate portfolios, with more companies technology for the most adventurous.