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.
Country Insights
Should Cobre Panamá reopen? Wrestling with a high-stakes mining decision
The key environmental audit of the copper mine will be out at the end of this week. After a two month period for national discussion, President José Raúl Mulino will, on July 1,...
UAExit: A deep dive into why the UAE quit OPEC+ and the implications
The fundamental reason for the UAE’s decision to leave OPEC/OPEC+ was that it had been frustrated for years with overly onerous production quotas, which required it to bear a su...
The sea steers BCB
As widely expected, Copom decided to reduce the target for the policy interest rate again by 0.25 p.p., from 14.75% to 14.50% per year, even in the face of higher inflation proj...
The Future of the Chinese Economy and the Iran War
The Iran War has both short and long-term implications for China’s growth and global position. 1) The immediate economic consequences due to disruption to oil imports is the...