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Peru: On the ground political and violent risk assessment

Despite political noise and adverse recent headlines our view of Peru continues to be positive in terms of economic growth potential, a friendly environment for investment, and a reduction in terrorism and civil unrest. In this 30 minute discussion we undertake point-by-point review of the current concerns around Peru, looking at areas to watch and new business opportunities.

Key discussion topics include

  • Risk of political instability and of further presidential impeachment attempts
  • Scope for policy paralysis with a likely exception being the Hydro Carbons law
  • Mining as a continuing bright spot for Peru with support across the political spectrum
  • Economic growth prospects, including the country's focus on social and transport infrastructure and on attracting mining and hydrocarbon investments
  • Social advancement funds giving local communities up-front benefits from development projects: we consider the scope for a reduction in civil unrest and remaining hotspots
  • Shining Path terrorism as a localised risk but focused on the VRAEM region and drug-related activities

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IHS Markit Speakers

Brian Lawson,
Senior Economic and Financial Consultant, Country Risk (moderator)

Diego Moya-Ocampos, Principal Research Analyst, Country Risk

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