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
Brazilianization of Colombia
Should the Central Bank start a new hiking phase for the intervention interest rate? Apparently, this is the prevailing view among many observers of monetary policy. Felipe Camp...
Surprise surprise
Acrimony will probably surface in the next meeting of market creators with Minfin’s Public Credit director. On Friday, December 19th, there was a secretive $6 billion financing ...
An unwarranted emergency
During the press conference convened to announce the Central Bank’s Board decision to keep its policy rate unchanged at 9.25%, something quite unusual happened. Once governor Vi...
War of attrition with a focus on oil
After four months of naval deployment with no tangible results, Trump’s strategy toward Venezuela has shifted from military posturing to economic strangulation. By announcing a ...