The Peru Retail Report examines the long-term potential of the local consumer market, but flags short-term concerns about the impact on Peru’s economic outlook of possible substantial cuts to capital expenditure plans. The report examines how best to maximise returns in the Peruvian retail market while minimising investment risk, and also explores the impact on the Peruvian consumer of a more aggressive slowdown in economic activity in the US or China than we are currently expecting, and equally the impact such a slowdown would have on the ability of producers and exporters to realise returns in the short term. The …
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