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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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
Synthesis of the Brazilian Economy
OVERVIEW THIS TIME IS DIFFERENT (?) Moody's decision to raise Brazil's credit rating from Ba2 to Ba1, with a positive outlook, bringing the investment grade carrot closer...
The paradox in Lula's popularity, the results of the first-round municipal elections and other weekly topics
Following the first round of municipal elections, congressional activity is expected to increase. The Lower House may conclude the vote on the bill establishing the Management C...
On new data releases: weak industry, strengthening consumption, and moderate surpluses on the BOP
1. Industrial output fell 0.5% mom, 3.5% yoy in August, he latter following -6.4% yoy in July. January-August was -3.8% yoy. So far this year, the usual mantra has been that mos...
Politics: The Sheinbaum Presidency—first positions and implications
There were no big surprises in Claudia Sheinbaum’s first day in office and her two inauguration day speeches. Everything points to a continuation of outgoing President Andres Ma...