Fynsa
After roughly five years, inflation has fallen back below 3%. The current situation is not necessarily permanent, and both monetary and fiscal policy require constant work to meet their objectives.
Between January and December, the overall index accumulated growth of more than 45% in local currency (soles), positioning the Peruvian market among the most profitable in the region. The main driver was the mining sector, which accounted for the largest gains of the year.
If approved by the Senate, Kevin Warsh will face a complex scenario characterized by high levels of debt, profound technological transformations, and fiscal tensions.
In this new cycle, global private equity strategies with access to secondary markets, co-investments, and adequate diversification by vintage, sector, and geography appear better positioned to offer greater control over liquidity and duration, without losing exposure to quality assets.
