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23:26
Jan 12
Vishy Tirupattur Chief Fixed Income Strategist, Morgan Stanley Morgan Stanley
Venezuela defaulted debt recovery prospects improve.
Venezuela's defaulted government bonds and PDVSA bonds soared to multi-year highs after the weekend events, rallying over 25% to an average price of about $35. The increased likelihood of a creditor-friendly transition and a clearer path for potential debt restructuring improves the prospects for future debt recovery. The speaker expects further upside as markets price a higher recovery rate if Venezuela's oil production increases.
PDVSA bonds
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About PDVSA bonds Investor Commentary

Across the available history and selected sources, Buzzberg tracks PDVSA bonds across 1 sources: 1 bullish vs 0 bearish calls from 1 authors. Historical directional balance: 100% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 1 total trade idea tracked. Latest voices: Vishy Tirupattur.