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Our Perspective

The Executive-Legislative relationship strengthens amid political uncertainty

In the last month, the political panorama has been marked by the beginning of the electoral race. The electoral schedule requires possible candidates who want to participate in the next electoral process to be affiliated with a political organization.

At the end of the second quarter, there are no clear signs of a break in the economic cycle

During the second quarter, GDP would have grown at a higher rate than during the first quarter, mainly due to the recovery of the primary sectors.

President Boluarte opens new legal and political avenues, although her support in Congress remains solid

In the month of May, the Attorney General, Juan Carlos Villena, filed a constitutional complaint against President Dina Boluarte, for the alleged crime of improper passive bribery to the detriment of the State.

Households still do not perceive an improvement in the conditions for consuming, but this should begin to change in the next three months​

Those that were most affected by the protests and rains last summer, such as fishing, tourism, mining and public investment, have registered a clear rebound in their activity levels.

OPINIONS FROM OUR EXPERTS

SAE in the media

Income in Lima reaches S/ 1,982.30 per month, but still does not exceed the pre-covid level

“The average income measured in soles, in nominal terms, is 10.7% above what was recorded four years ago, before the pandemic." - Jose Carlos Saavedra

Impacto de la conflictividad

La convulsión social y la incertidumbre asociada al entrampamiento político son de las principales fuentes de preocupación para los negocios.

Escalada de conflictos en minas contamina a
otros sectores

Según estimaciones de APOYO Consultoría, si no se hubieran registrado conflictos sociales en torno a la minería, la producción de esa industria podría crecer en 7% este año.

SAE Team

Pablo
del Águila
Head of
Research
Victor
Albuquerque
Director of Industry
Analysis
Camila
Bozzo
Head of Political
Analysis
Gianfranco
Castagnola
Executive
President
Lorena
Méndez
Coordinator of
Industry Analysis
Iván
Portocarrero
Head of Industry
Analysis
Donita
Rodríguez
Head of Macroeconomic
Analysis
José Carlos
Saavedra
Partner and Principal
Economist
Hugo
Santa María
Partner and Chief
Economist

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