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After a significant policy error at the end of last year, Argentina has once again found itself in trouble – and back in the headlines –  in recent months, suffering from dented credibility and a fast depreciating peso. This morning on BVTV, I look at whether current levels now offer a buying opportunity.

Also this morning: what’s behind EM FX market weakness, and is it actually a US dollar story, rather than one of EM woes? And, with the oil price still climbing, are Russian credit spread levels too pessimistic?

Tune in for our latest thoughts!