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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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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.
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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

Favourable preliminary fiscal data for full-year 2024
HUNGARY - In Brief 09 Jan 2025

The Economy Ministry, which the former Finance Ministry has been merged into since the start of January, issued their first preliminary estimate of full-year 2024 fiscal balance...

2025 Economic Outlook: Better than last year, but not out of the woods yet
ARGENTINA - Forecast 07 Jan 2025

This report, the first of the year, outlines the macroeconomic forecasts for 2025 that I consider more important. Naturally, these forecasts may change significantly as reality ...

Economic growth remains decent in 11M24, set to decelerate in 2025
RUSSIA ECONOMICS - In Brief 07 Jan 2025

Rosstat reported that the output of the five basic sectors (industry, agriculture, construction, transportation, and trade) grew y-o-y by 4.6% and 3.7% in 11M24 and November alo...

A somewhat hawkish hold by the MPC
ISRAEL - In Brief 06 Jan 2025

A somewhat hawkish hold by the MPC There were no real surprises in the rate (hold) decision, but the announcement was more hawkish than we had expected. The same inflationary ri...

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