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.
Budgeting and FOREX decisions in emerging markets require a deeper understanding of economic policies and their impact to mitigate risk — and capitalize on opportunities.
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

Russia: a brief market watch
RUSSIA ECONOMICS - In Brief 18 Jul 2024

The Russian FX market operates in a specific mode in the aftermath of US sanctions against the local stock exchange and its subsidiaries, which were introduced about a month ago...

Plunge in liquidity growth and weaker growth prospects for 2024
DOMINICAN REPUBLIC - Forecast 17 Jul 2024

Economic activity in May 2024 grew at 4.3% y/y, and although the cumulative expansion in January-May 2024 (4.9% y/y) remained close to the potential growth rate of 5%, questions...

No agreement was reached on payroll tax relief in the Senate, Lula’s statement yesterday worried the market regarding commitment to the fiscal framework, and the CCJ may vote on the Central Bank PEC
BRAZIL POLITICS - Report 17 Jul 2024

As expected, no agreement was reached on the compensatory measures for payroll tax relief. Consequently, the vote on the bill was postponed until August 30. According to Senate ...

Uzbekistan's law on foreign undesirables
RUSSIA / FSU POLITICS - In Brief 17 Jul 2024

The Uzbek Parliament will pass a law that will allow the government to ban people from entering the country who have offended Uzbekistan or deport those who have already entered...

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