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.
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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
Dull economy, hectic politics
This week’s political essays start with foreign policy developments, covering allegations of illicit relations between Maduro and Turkey, Iranian unrest and the beginning of the...
China and Venezuela
The American extraction of Maduro in Venezuela and American engagement in the country is likely to have two long-term impacts on China: 1) New assumptions about American mili...
GULF WEEKLY: Saudi bonds, Tadawul opens to all foreigners, Oman financial center plans, protests intensify in Iran
A skimmable summary overlaid with our analysis and links. Headlines: * The oil market digested the implications of Venezuela developments and the major protests in Iran. * O...
Positive results at the end of 2025
The Indonesian economy has shown resilience in the midst global uncertainty as well as uncertainty in domestic policies. The external balance remained strong, but the fiscal sit...