阿根廷化工业期待经济正常化

Group 1 - Javier Milei's overwhelming victory in the recent midterm elections is seen as a pathway to normalize Argentina's struggling economy [1] - The election results reflect voters' strong rejection of the previous subsidy model, which is favorable for economic recovery [1] - The victory of Milei's "La Libertad Avanza" party has led to a surge in Argentine asset markets, with significant stock market gains and an appreciation of the peso against the dollar [1] Group 2 - Analysts from Capital Economics indicate that the peso is still overvalued by 25% to 35%, despite the recent market movements [1] - There is an increased risk of disorderly depreciation in the near term, but the election victory provides a window for the government to adjust the exchange rate in an orderly manner [1] - The election outcome demonstrates the public's determination to reject the old Peronist model, but there are warnings that the government must seize the opportunity to adjust macroeconomic policies [1]