GlobalSource Partners | Country Insights

Last Friday, the Fujimori government approved at its Cabinet meeting the delegated legislative faculties request from Congress and the 2027 budget. Both have to be approved by Congress' lower house, where Fujimori's political party, Fuerza Popular (FP), has a minority. According to the latest est...

Fujimori government enjoys an auspicious start; Economy Minister Cuba outlines his economic reform program; December inflation forecast revised up, risking a policy hike; and long end of the Soberanos curve price under pressure from fiscal risks

PERU · Report · 18 Aug 2026

This report covers the first days of the new national government under President Keiko Fujimori. The first section discusses the first set of opinion polls, and the challenges that the new administration faces. Next, we discuss the economy, and review the May and June real GDP reports, which conf...

Fujimori named president-elect; El Niño shock and external drivers buffet the economy; Velarde confirmed as Central Bank governor for five more years

PERU · Forecast · 15 Jul 2026

In our first forecast report since Peruvians elected Keiko Fujimori (KF) as their next president, we first discuss the election process and the decision by the Jurado Nacional de Elecciones (JNE, the national electoral panel) to confirm her as president-elect, and outline the main challenges she’...

Peru: Keiko Fujimori is officially the winner of the runoff

PERU · In Brief · 30 Jun 2026 · 1 response

Last night, Oficina Nacional de Procesos Electorales (ONPE, the office responsible for organizing the elections) and Jurado Nacional de Elecciones (JNE, the national electoral jury) finished the tally of 100% of the runoff votes, including those contested, and confirmed that Keiko Fujimori (KF) f...

Peru elects Keiko Fujimori as its next president

PERU · Report · 16 Jun 2026

This report is devoted to analyzing the outcome of the second-round runoff presidential election, in which candidates Keiko Fujimori (KF) of Fuerza Popular (FP) and Roberto Sánchez (RS) of Juntos por el Perú (JPP) faced off on June 7. First, we discuss the uncertainty surrounding the election res...

Fujimori to become the next president

PERU · Report · 09 Jun 2026

We are the final leg of Oficina Nacional de Procesos Electorales (ONPE, the office responsible for organizing the election) vote counting and the odds of Keiko Fujimori becoming the next president has increased.

Elections and outlook for next administration - Webinar replay

PERU · Report · 09 Jun 2026

Watch the replay of our webinar featuring Alfredo Thorne discussing what the election results mean for Peru's outlook, the next administration's priorities, and the challenges that will face it

Peru: Fujimori and Sanchez are tied in the run to Sunday's election

PERU · In Brief · 05 Jun 2026

Last night, two confidential polls were released and show that both candidates, Keiko Fujimori and Roberto Sánchez are tied. The former has slipped, while the latter has advanced. The difference in these polls are 0.8 percentage points (pp) in favor of Sanchez in one poll, and 1.8 pp in favor of ...

Upcoming webinar - Peru: Elections and outlook for the next administration

PERU · Report · 05 Jun 2026

Date: 8 Jun 2026 | Time: 10:00 AM EDT Join us after the election of Peru's next president for a live Zoom webinar featuring GlobalSource Partners' Peru Analyst Alfredo Thorne discussing what the results mean for Peru's outlook, the next administration's priorities, and the challenges that will...

Peru: Keiko Fujimori keeps the lead in the runoff

PERU · In Brief · 01 Jun 2026 · 2 responses

Yesterday was the last day for publishing opinion polls on the runoff between Keiko Fujimori (KF) from Fuerza Popular, and Roberto Sánchez (RS) from Juntos por el Perú, due on Sunday June 7th. In addition, last night was the last debate between the two candidates. Three polls were published on S...

Presidential run-off set for June 7; real GDP grew only 3.2% in March; fiscal risks balloon in 2026; inflation accelerates to 4%, but BCRP happy with policy pause

PERU · Report · 19 May 2026

We discuss three topics in this report. First, we evaluate the electoral process, and the start of the presidential run-off election between Keiko Fujimori (KF) and Roberto Sánchez (RS) set for June 7. Next, we focus on the economy, and find it has begun a mild deceleration. We made an above-cons...

Electoral uncertainty persists

PERU · Report · 21 Apr 2026

In this report, we offer an initial assessment of the results of the April 12-13 national elections. We begin by discussing the uncertainty resulting from the tie for second place in the first round of the presidential election, and the difficulties faced by the Oficina Nacional de Procesos Elect...

Webinar replay: Peru first round results - What's next?

PERU · Report · 14 Apr 2026 · 1 response

Visit our calendar page to watch the replay of webinar featuring GlobalSource Partners' Peru Analyst Alfredo Thorne discussing what the results of Peru's first round of elections reveal about Peru’s trajectory and the possible impact on the economy and markets.

Peru: Keiko moves to runoff, second place still tied

PERU · In Brief · 12 Apr 2026 · 1 response

First exit polls were released a few hours ago and at 9pm will be released the first quick count. The message is the Keiko Fujimori form Fuerza Popular moves to the second round with about 16% of the vote. However, the second place is tied between Rafael López Aliaga from right-wing Renovation Po...

Peru: Fujimori keeps her lead, second place is tied

PERU · In Brief · 08 Apr 2026

Two more polls have been released since Sunday, one from Ipsos on Tuesday, and another from Datum today. In both polls, Keiko Fujimori from Fuerza Popular leads, and news was that Ricardo Belmont from Obras has taken the second position. Interesting, Datum calculated a simulacrum of the election...