A Honeymoon Period For Peruvian Markets

Peruvian markets have staged an impressive recovery since Ollanta Humala's victory in the presidential election on June 5 caused a sharp selloff across all asset classes. This underpins our core view that the near-term risks associated with a Humala victory have been to some extent overblown, as it is looking increasingly possible that the new government will pursue a much more moderate economic policy path than had originally been feared

To read the full article, please choose one of the following options: