Market Musings – 10.24.2025

Notes From the Road – Argentina Edition (Part One): Meetings with Public Companies

Earlier this month, we traveled to Buenos Aires to meet with the investor relations teams of several leading Argentine public companies, aiming to gain first-hand insight into how businesses are navigating political uncertainty and macroeconomic volatility ahead of the mid-term elections. This first installment focuses on Argentina’s energy sector—particularly Vaca Muerta—where scale, technology, and regulatory stability are helping key players position themselves beyond short-term political risk.

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