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.
Argentina
Domingo Cavallo Former Economy Minister and Central Bank President
Brazil Economics
Alexandre Schwartsman Former Central Bank Deputy Governor
Brazil Economics
Cristina Pinotti Former Chief Economist, DIVESP
Brazil Politics
Murillo de Aragão Founder, Political Consultancy Arko Advice
Brazil Politics
Cristiano Noronha Partner, Political Consultancy Arko Advice
Caucasus / Central Asia
Ivan Tchakarov Former Investment Bank Chief Economist
Central America
Felix Delgado Former General Manager, Central Bank
Central America
Fernando Naranjo Former Finance Minister
Chile
Andrés Velasco Former Finance Minister
Chile
Igal Magendzo Former Manager of Macro Analysis, Central Bank
Chile
Robert Funk Former President, Political Science Association
China
FAN Gang Board Member, People's Bank of China
China Advisory
Andrew Collier Former President, Bank of China International USA
China Financial
Michael Pettis Former Professor of Finance, Peking University
Colombia
Andrés Escobar Arango Former Deputy Finance Minister
Colombia
Mauricio Santa Maria Former President of ANIF, Planning Minister
Dominican Republic
Magdalena Lizardo Former Adviser, Ministry of Economy, Planning and Development
Ecuador
Magdalena Barreiro Former Finance Minister
Gulf Countries
Justin Alexander Former Economic Advisor, Qatar Finance Ministry
Hungary
Istvan Racz Former Director, Central Bank
Indonesia
Cyrillus Harinowo Former Director Central Bank
Jamaica / Bahamas
Keith Collister Former Advisor, National Planning Summit
Kazakhstan
Evgeny Gavrilenkov Former Investment Bank Chief Economist
Mexico
Mauricio González Former Director of Economic Policy, Finance Ministry
Mexico
Guillermo Valdés Former Director, Center of Investigation & National Security
Nigeria
Kingsley Moghalu Former Deputy Governor, Central Bank
Panama
Marco Fernandez Former Economic Advisor, Ministry of Planning
Peru
Alfredo Thorne Former Minister of Economy and Finance
Philippines
Diwa Guinigundo Former Central Bank Deputy Governor
Russia Economics
Evgeny Gavrilenkov Former Investment Bank Chief Economist
Russia / FSU Politics
Alex Teddy Co-Managing Director, Urus Advisory
South Africa
Iraj Abedian Former Member, President’s Panel of Economic Advisors
Turkey
Murat Ucer Former Advisor, Economy Ministry and Central Bank
Turkey
Atilla Yesilada Former Director, Egebank Global Research
Russia / FSU Politics
Alexei Panin Co-Managing Director, Urus Advisory
Ukraine
Dmytro Boyarchuk Executive Director, CASE-Ukraine
Ukraine
Vladimir Dubrovskiy Former Advisor, State Property Fund
Venezuela
Ruth Krivoy Former Central Bank President
Venezuela
Tamara Herrera Former Advisor, Banking Industry Association
Israel
Sani Ziv UN Economic Consultant
Poland
Jan Hagemejer Central Bank Division Chief
Mexico
Francisco González Economic Consultant, GEA Grupo de Economistas
Mexico
Mariano Ruiz-Funes Former Director of Financial Policy, Ministry of Finance
Mexico
Francisco González Economic Consultant, GEA Grupo de Economistas
India
Susan Thomas Council on Financial Sector Competitiveness, Ministry of Finance
Argentina
Joaquin Cottani Former Economy SecretaryCountry Insights
Oil flows again through Druzhba towards Hungary; outgoing PM Orbán revoked his effective veto on the EU's €90bn loan to Ukraine
President Zelenskyy personally announced the other day that Ukraine had completed fixing the now infamous pumping station on the Druzhba oil pipeline, which had been inactive si...
The energy that comes from oil
The real continues on an appreciation trajectory, with performance that stands out relative to developed and emerging peers. The movement reflects higher oil prices, which tend ...
Words vs deeds
The CBRT/MPC left the policy rate unchanged at 37% at today’s meeting, broadly in line with the consensus. The statement notes that the “underlying trend of inflation declined i...
The House may vote today on the admissibility of two PECs on the 6x1 work schedule, the STF will review cases challenging the "minimum subsistence level", and today is the deadline for the subsidy for imported diesel
Today, the Lower House’s Constitution and Justice Committee (CCJC) is expected to vote on Congressman Paulo Azi’s (União-BA) favorable opinion regarding the admissibility of two...