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
This year’s weakness
Q3 started out on a weak note. The July and August IMACEC readings were both well below consensus, while consumption-related indicators have remained broadly stagnant since the ...
The debate on the 6x1 proposal continues in the Senate, Lula said his campaign this year was the least organized of his political career, and the TSE will hear an appeal involving the gubernatorial elections in Rio
The debate over ending the 6-on, 1-off (6x1) work schedule continues to advance in the Senate. Yesterday, the Senate held the second discussion session on the proposal. Today, i...
Bi-Weekly Economic News Summary
Sep 24 Kazakhstan Stock Exchange: Kazakhstan held a global call with investors as part of the preparation for a new 5Y sovereign Eurobond issue. EBRD: The bank has kept its fore...
Webinar replay: Brazil elections - Outlook for the runoff
What does the path to the presidency look like for Brazil's presidential candidates? Which way is the country leaning? Watch our webinar replay featuring GlobalSource Partner...