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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
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Country Insights
Highlights of yesterday's speech by President Milei
Yesterday, December 10th, 2024, President Javier Milei addressed the Nation on the occasion of the first anniversary of his government. It was a 37-minute speech broadcast on na...
Syria post-Assad: outlook and implications for the GCC
* While there is plenty to worry about, Syrians are celebrating the end of a brutal regime. * HTS has become the dominant force in much of Syria, but the balance with other gro...
The government continues to negotiate the fiscal package in the House, the Paten bill was approved in the Senate, and the Copom is expected to announce the new basic interest rate today
The government continues negotiating in the Lower House to secure a vote on the fiscal package. Yesterday, the President of the House, Arthur Lira (PP-AL), acknowledged that the...
The political consequences of President Lula's health
President Lula's health, following a delicate surgery, raises reflections on the institutional and political implications across different scenarios. In this report, we analyze ...