It's the Time to Buy El Salvadoran Bonds, Says Morgan Stanley

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It's the Time to Buy El Salvadoran Bonds, Says Morgan Stanley
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The banking giant says El Salvadoran bonds have been overly punished in the past months amid tightened liquidity, and the government is still far from defaulting on its debt.

Morgan Stanley called El Salvador-issued Eurobonds at their current price levels a buying opportunity partly due to the recent crypto crash that has battered the value of the country’s bitcoin holdings. Despite its severe debt, the government could continue “muddl[ing] through” for at least a year without failing to meet its bond payments, said the investment bank.

“Markets are clearly pricing in a high probability of the autarky scenario in which El Salvador defaults, but there is no restructuring.” The generally negative sentiment shed on the country’s outlook is reportedly linked to Bukele’s eruptive change of policies, ranging from adopting Bitcoin as legal tender to announcing the launch of BTC bonds. Despite the asset’s recent uptick, its value has plunged over 50% since El Salvador made its first purchase in September last year.

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