Strategy Note /
Peru

Peru’s more moderate new cabinet

  • President Castillo appoints a new prime minister and cabinet, which erodes influence of far-left Peru Libre

  • Rightist parties dominate Congress, so the new cabinet is more likely to gain necessary approval in the next 30 days

  • The long-term growth outlook for copper export revenues and cheap valuation outweigh broken politics in Peru

Peru’s more moderate new cabinet
Hasnain Malik
Hasnain Malik

Strategy & Head of Equity Research

Tellimer Research
8 October 2021
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