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
Magyar in Brussels, Varga on HUF speculation, and politically driven capital flight
Incoming PM Magyar visited the EU headquarters in the middle of last week, seeing the heads of the Commission and the Council separately. With Mme von den Leyen, they agreed tha...
Early elections, trip notes, etc.
Since President Erdogan needs early elections to be eligible for the next presidential race and with only two years left to the deadline for regularly scheduled ones, it is natu...
Election forecast: cloudy
Deteriorating fiscal balances, weakening investment dynamics and rising external vulnerabilities are being driven by a structural imbalance: the government has increasingly abso...
GULF WEEKLY: Oil surges as talks stall, UAE quits OPEC+, Emirates NBD breaks bond drought
A skimmable summary overlaid with our analysis and links. Headlines: * There were no US-Iran talks for a second week, and oil surged further as Hormuz remained blocked. * Pr...