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
November CPI surprises slightly to the downside, inflation eases to 2.4%
Israel’s consumer price index, published yesterday, surprised slightly to the downside, falling by 0.5% in November, compared with our forecast of a 0.4% decline and a 0.3% decl...
Economic growth remained strong in November
Recent monthly updates from the Bureau of National Statistics show that economic growth in November stayed strong, matching the pace of previous months. The short-term indicator...
The forward guidance has been changed at today's Monetary Council
The Council's last regular monthly rate-setting meeting in 2025 was held today. On this occasion, the Q4 inflation report was also discussed, the details of which will be presen...
The Lower House set this week’s voting agenda, the STF approved the resumption of the investigation into the Banco Master fraud scheme, and the STF is expected to vote on the demarcation of indigenous lands
Following a meeting of party leaders, the Lower House set this week’s voting agenda. The agenda includes a bill providing for a linear cut in tax incentives, which is a priority...