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.
Upcoming events
Webinar - Latin America in 2025: How worried should we be?...
Thursday, December 5, 2024 at 10:00AM
Time: 10:00AM - 11:00AM (EST)
Brazil Economics, Colombia, Mexico and Global Source Partners
Country Insights
Moody's changed the outlook of its Baa2 sovereign debt rating to Negative from Stable
This happened on Friday, November 29, at Moody's last review date set for this year:This was no surprise at all. Hungary has had a split rating from the top three agencies for q...
Slowing inflationary pressures likely to support monetary loosening
Geopolitics: Finally, some good news. The ceasefire with Hezbollah seems to be holding, despite some Israeli attacks due to Hezbollah violations. It is still difficult to assess...
Signs, bridging fissures
The seasonally-adjusted IMACEC saw a steep monthly contraction in September, primarily due to an unusually high concentration of holidays. This year’s atypical seasonality is pa...
GULF WEEKLY: Saudi budget, KSA and RAK upgraded, UAE Q2 GDP, Lebanon ceasefire
A skimmable summary overlaid with our analysis and links. Headlines: * The OPEC+ meeting was postponed until Thursday, suggesting differences on tapering cuts. * Trump’s Tre...