Overview
- Lima’s stock market remains on an uptrend, the sol trades around S/3.35–S/3.36, central bank reserves have been reinforced, and country risk sits below its end‑2025 level with the sovereign rating unchanged for now.
- Scotia Wealth Management maintains a neutral allocation to Peruvian assets for the first half of 2026 and advises diversification given potential election‑related volatility.
- The Lima Chamber of Commerce warns that candidates’ programs lack concrete anti‑extortion measures and urges clear signals on legal predictability, stability and private investment.
- Seasonal demand tied to the school campaign is boosting microfinance: roughly S/2.3 billion in microcredits have been disbursed, Compartamos anticipates double‑digit growth in lending, and credit to micro and small firms rose 5.8% in 2025.
- Analysts highlight a favorable external backdrop and solid core indicators alongside fragile stability, citing risks from El Niño, crime and geopolitical tensions that could curb investment and inclusive growth without policy clarity.