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
Interest rate review: Bank of Israel seen holding rates tomorrow, despite our view that there is room for further easing
The Bank of Israel is scheduled to announce its monetary-policy decision for February tomorrow. The near-market consensus is that the policy rate will remain unchanged, reflecti...
An econ-only start to the New Year
As our politics author is dealing with a nasty flu, this is an econ-only weekly. He will provide his update in the next few days. Growth indicators that are now available for...
New year started with delivery of known fiscal campaign promises
A Happy New Year to all Readers!Just for the files, all the fiscal campaign measures promised by Fidesz with introduction at the start of 2026 have been indeed duly delivered, a...
GULF WEEKLY: Bahrain announces fiscal reforms, Oman projects small deficits until 2030, South Yemen clashes continue
A skimmable summary overlaid with our analysis and links. Headlines: * Clashes in Yemen between UAE and Saudi-backed forces continued today. * Saudi Arabia’s current account...