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Our Perspective

Improvement trends consolidate and new risks emerge on the horizon

Last month, we identified four pieces of good news for the business environment: (i) lower prices of certain imported goods, (ii) lower political risk, (iii) improved business confidence, and (iv) some stabilization in local financial variables. 

The honeymoon period ends, but the government remains relatively stable

Six months into the administration, signs of an impending deterioration in the relationship between the Executive and Congress are starting to surface.

Four positive developments in the business environment

After a challenging start of the year, characterized by social conflicts and heavy rains, the Peruvian economy has begun to show signs of recovery, albeit at a slow pace.

Boluarte's chances of completing her presidential term increases despite latent risks

Nearly six months into the change of government, the probability of president Boluarte completing her presidential term increases despite underlying risks.

OPINIONS FROM OUR EXPERTS

SAE in the media

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.

Sondeo SAE: El 78% de empresarios no acelerará sus inversiones en próximos seis meses

Sondeo SAE de octubre revela tímida mejora en la confianza empresarial luego de la caída del Gabinete Bellido.

SAE Team

Pablo
del Águila
Head of
Research
Victor
Albuquerque
Director of Industry
Analysis
Camila
Bozzo
Head of Political
Analysis
Gianfranco
Castagnola
Executive
President
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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