The ETF World Cup: How the Final 4 Single-Nation ETFs Stack Up
The World Cup has reached its final four. Spain, France, England, and Argentina will contest some exciting matches this week in advance of the final.
Stanley Druckenmiller Has a Secret South American Trade That Has Nothing to Do With AI
Stanley Druckenmiller's Duquesne Family Office spent the first quarter of 2026 quietly accumulating South American equity exposure, with EWZ representing roughly 4.49% of the portfolio as the fifth-largest holding alongside a new position in the Argentina ETF.
ARGT: Welcome To The 2nd Phase Of The Argentine Turnaround (Rating Upgrade)
I'm upgrading Global X MSCI Argentina ETF from hold to buy, citing a 28% upside as Argentina's turnaround advances. ARGT trades at 12.5x earnings, below its post-Milei average; a re-rating to 14–18x could yield 12–44% upside. The Milei Administration's reforms have stabilized inflation and the fiscal balance, with external accounts improving on commodity strength.
ARGT: Still Bullish On Argentine Equities For The Long Term
ARGT's easy regime-change rally has likely already happened. But Argentina's improving monetary backdrop and gradual disinflation could still support additional long-term upside in domestic equities. ARGT is not a "clean" proxy for the Argentine economy due to its concentration in MercadoLibre and energy names.
ARGT: 2026 Sets Up A Political Stability Trade
Javier Milei's party midterm victory effectively extends his window of governability by at least another year and a half. Argentine equities continued to benefit from falling inflation, a strengthening external balance, and lower country risk, with the EMBI dropping below 500 bps for the first time in several years. Future upside for ARGT depends on continued reforms, political stability, and further compression of sovereign spreads to support multiple expansion.
ARGT: How The Market Is Pricing Argentina For 2026
Argentina enters 2026 with a clearer and more constructive macro setup, where easing inflation, lower political risk, and a more predictable policy framework are starting to reshape market expectations. ARGT's performance suggests the market is pricing a reduction in risk rather than peak optimism, leaving room for further upside as normalization continues and visibility improves across key sectors. Valuations in banks, energy and utilities remain supportive, reflecting early stages of repricing rather than fully discounted growth, especially in a context of improving macro and policy signals.
ARGT And Argentina Post Election: Still Room To Run, Or Will This Time Be Different?
Argentina's recent election results and President Milei's reforms have sparked a sharp rally in local stocks and renewed optimism for economic normalization. Global X MSCI Argentina ETF offers broad exposure to Argentina, with undervalued banks such as GGAL and SUPV and energy firms such as YPF presenting attractive entry points despite recent gains. Risks remain high due to political uncertainty, but fiscal surplus, falling inflation, and U.S. backing support a more optimistic outlook than past cycles.
ETF Edge: Emerging market funds, share class funds and crypto ETFs in the pipeline
Kevin Carter, EMQQ founder and CIO, and Dave Nadig, ETF.com president and director of research, join CNBC's Contessa Brewer to discuss the appetite for emerging markets this year and if the opportunity has passed, the SEC potentially allowing asset managers to add ETF share classes to mutual funds and the crypto ETF products that could launch before year-end.
ARGT: The Best Stocks In This Fund Are Not Pure Argentina Plays
ARGT has significantly outperformed the S&P 500 over the last year and offered a 57% greater dollar return over the past decade. Argentina has seen major reforms and now enjoys a much stronger economy, but there are still risks investors should not ignore. Global X MSCI Argentina ETF is a fund that has limitations, including a lot of holdings with a surprisingly small degree of Argentine exposure.
ARGT: Long-Term Rebuild, Short-Term Hesitation
After a triple-digit run since pre-2023, Argentine equities have hit a pause in 2025 as growth lags investor optimism. Inflation has collapsed and GDP is rebounding, but markets remain cautious amid FX volatility and soft trade balances. Ending currency controls was necessary—but has triggered near-term ARS depreciation and trade frictions.
ARGT: Not Good Enough To Invest In Argentina
Argentina offers high growth potential but is plagued by extreme volatility, currency issues, and political instability, making broad market investing very risky. The MSCI Argentina Index outperformed the S&P 500 in up markets but suffers from wild swings and poor risk-adjusted returns, making it a feast-or-famine scenario. The Global X MSCI Argentina ETF (ARGT) fails to deliver compelling risk-adjusted returns, with high volatility and tracking error; I rate it a 'Sell.'
ARGT: Electoral Trigger Promises To Boost Argentine Stocks Again
I recommend buying Global X MSCI Argentina ETF, as Argentina is poised for a second bull run driven by political and economic reforms. President Milei's aggressive reforms, despite limited congressional support, have already delivered impressive GDP growth and improved institutional predictability. Milei's party remains popular, recently winning key local elections, and is expected to gain more power in upcoming legislative elections, enhancing governability.
