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.
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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.
Upcoming events
Webinar - Georgia's Elections and Caucasus and Central Asia Outlook...
Thursday, October 31, 2024 at 10:00AM
Time: 10:00AM - 11:00AM (EDT)
Caucasus / Central Asia and Global Source Partners
GCC Outlook: Oil, diversification, regional conflicts and US relations...
Tuesday, November 12, 2024 at 08:00AM
Time: 08:00AM - 09:00AM (EST)
Gulf Countries and Global Source Partners
Country Insights
Argentina’s improving macro outlook
In this report, we review the recent growth, inflation, trade and fiscal indicators. The recent macroeconomic activity indicators have shown an improvement, while the strengthen...
A mixed performance
In Costa Rica, praise for national economic management, and early-year successful evaluations from external analysts then embraced by the official discourse, now seem premature,...
On the forint once again: no rate cut in November either?
Well, with the forint still following a weakish trend and standing at EURHUF 405 today, it may be time to admit that the MNB's plan to stabilise the exchange rate and hold EURHU...
The market expects the announcement of government spending cuts, the House may resume voting on the Goods and Services Tax bill, and the Senate may hold hearings on the CBS and IBS bill
The market is anticipating an announcement of spending cuts by the government. Yesterday, Finance Minister Fernando Haddad met with President Lula for more than two hours regard...