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
UK Defense Minister in Kyiv
On September 28 Grant Shapps met Zelensky. The two discussed enhancing Ukraine's air defense capability. Zelensky expressed his gratitude to the British. Ukraine has suffered ma...
Kazakhstan macro: long-awaited tenge depreciation to boost budget revenues in 2024
The Kazakh Finance Ministry recently published regular monthly budgetary statistics for August, including the cash flow data of the National Fund, the execution of the republica...
Russia: a brief market watch
A series of rate hikes by the CBR had helped to stabilize the situation on the FX market, and in the previous couple of weeks, the ruble hovered slightly above R/$96. Neverthele...
Economic performance mixed, with Bukele likely to be reelected.
El Salvador’s economy turned in a weak performance this year, influenced by adverse international economic conditions, especially in the country’s main trading and financial par...