Special Report
Peru: Buy The Dip On Political Turmoil
Peru’s April 2026 election will inject political volatility, but fundamentals are strong and we are constructive. Buy gold mining equities and gold on dips to capture the supportive global cycle and wait for a more attractive entry point for Peruvian assets.
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BCA Research | Geopolitical Strategy
A blend of geopolitics and macro, synthesizing the new and old macro to generate alpha and identify the beta through probability-weighted market views.
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