The recent shift towards the center by Peru's newly-elected president has caused the country's bonds to rally sharply. While a drop in risk premium is justified, my view is that the rally is overdone.
SUMMARY
(Sign Up to Access)
Begin exploring Smartkarma's AI-augmented investing intelligence platform with a complimentary Preview Pass to:
Unlock research summaries
Follow top, independent analysts
Receive personalised alerts
Access Analytics, Events and more
Join 55,000+ investors, including top global asset managers overseeing $13+ trillion.