msdw on argentina/duhalde

[jeffrey fisher]

curious for responses to this analysis. i had been understanding that a 
currency devaluation was basically a no-brainer, but msdw goes primarily 
after the bank controls and argues for a renewal of the "argentino" idea 
or something like it.

http://www.morganstanley.com/GEFdata/digests/latest-digest.html#anchor7

j