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Latest articles in Peru

Democracy disappoints in LatAm

Democracy is a good thing for citizens. LatAm equities have underperformed global Emerging Markets and Commodities since the start of 2020 by about 30%. Even some of the economic guard rails painstakingly established over decades are beginning to cra...
Tellimer Research Hasnain
Hasnain Malik @ Tellimer Research 16 May 2021
Democracy disappoints in LatAm
Democracy disappoints in LatAm

Peru unlikely to nationalise Copper, the key metal for renewables and EVs

The leading candidate in Peru's Presidential election, Pedro Castillo, is left-wing and his party's public policy proposals include nationalisation of the mining sector. It is ironic that the same uncooperative legislature, which derailed former Pres...
Tellimer Research Hasnain
Hasnain Malik @ Tellimer Research 28 April 2021
Peru unlikely to nationalise Copper, the key metal for renewables and EVs
Peru unlikely to nationalise Copper, the key metal for renewables and EVs

Peru's problematic politics to persist after election (as expected)

The Presidential front-runner in round one, leftist Pedro Castillo, is likely to see his party control only a small minority of seats in Congress. Peru equities remain more of a play on metal exports (about 60% of total exports, with copper alone acc...
Tellimer Research Hasnain
Hasnain Malik @ Tellimer Research 12 April 2021
Peru's problematic politics to persist after election (as expected)
Peru's problematic politics to persist after election (as expected)

Surging copper prices and Peru’s economic and political outlook

Copper prices have increased rapidly to their highest point since 2011 over the past year. This is particularly the case given Peru’s second lockdown in February 2021, which has curtailed economic activity and placed further strain on government fina...
IHS Markit IHS Markit
IHS Markit Analyst @ IHS Markit 8 April 2021

After Colombia legalises Venezuelan migrants we review refugee populations in EM

Tellimer Research Hasnain
Hasnain Malik @ Tellimer Research 11 February 2021
After Colombia legalises Venezuelan migrants we review refugee populations in EM
After Colombia legalises Venezuelan migrants we review refugee populations in EM

Jobs matter more than votes: ESG pointers from Tunisia and Lebanon

Most would agree that economic stress, and specifically unemployment, breeds populism, and in extreme cases, radicalisation and insecurity. It is the EM echo of the message from Bill Clinton's 1992 election strategist James Carville, "It's the econom...
Tellimer Research Hasnain
Hasnain Malik @ Tellimer Research 18 January 2021
Jobs matter more than votes: ESG pointers from Tunisia and Lebanon
Jobs matter more than votes: ESG pointers from Tunisia and Lebanon