In emerging markets, things aren’t always what they seem — or what consensus suggests. Savvy investors and business leaders trust GlobalSource Partners to get the real story before making major decisions.
FOR ASSET MANAGEMENT
Double down or pull back? An investment thesis is only as strong as the accuracy of the underlying assumptions. Access the most trusted in-country analysts and get the insights to make the right move.
FOR CORPORATE MANAGEMENT
Budgeting and FOREX decisions in emerging markets require a deeper understanding of economic policies and their impact to mitigate risk — and capitalize on opportunities.
FOR PRIVATE EQUITY
All the numbers add up — until they don’t. Changes in tax policy, interest rates and exchange rates can turn a great investment into a terrible one. In countries with higher volatility and lower transparency, macroeconomic due diligence is critical.
GlobalSource Partners: Unparalleled Expertise
Above the noise. Our analysts are trusted economists, former finance ministers and central bank heads, and the go-to authorities in their countries. Our clients recognize us as 'brilliant thinkers and writers, with the relationships and knowledge to go beyond consensus.' We provide candid, unbiased, unfiltered insights that contribute to better investment and business decisions.
Country Insights
GULF WEEKLY: Kuwait’s deficit narrows, Qatar bids for Olympics, UAE companies invest in Saudi, France will recognize Palestine
A skimmable summary overlaid with our analysis and links. Headlines: * UAE-Saudi cooperation: Al-Futtaim invests in Cenomi and Air Arabia partners for a Dammam airline. * De...
NBU holds rate at 15.5% as poor crop outlook fuels inflation risks
On July 24th, yesterday, the NBU Board left the prime rate unchanged at 15.5% for the third consecutive time. Concerns about the 2025 crop outlook are among the key reasons behi...
Brazil is showing the first signs of negotiations with the U.S., a congressional committee on the issue is expected to begin its agenda next week, and Justice Moraes ruled that Bolsonaro is allowed to give interviews
The Brazilian government is showing the first signs that it has established a line of communication with the United States regarding the tariffs announced by Trump. Yesterday, V...
Replay and Slide Presentation: Political Passions in the South Caucasus
Is Georgian Dream in the driving seat in the runup to the local elections in October? Why is Armenian PM Pashinyan taking a gamble attacking the Church and what does it have to ...