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
The year of living dangerously
There is no sign that the Iran War will end anytime soon, with most experts now warning that the Straits of Hormuz may remain shut for months to come. Turkey has managed the spi...
Orbán resigned from parliament but wants to remain president of Fidesz
Outgoing PM Orbán gave back his parliamentary mandate, which he obtained as No. 1 on Fidesz's party list, yesterday. This means that for the first time since 1990, Mr. Orbán wil...
GULF WEEKLY: Ceasefire extended, but Hormuz closed, and oil rebounds, Moody’s puts Bahrain on a negative outlook, Dubai approves metro extension
A skimmable summary overlaid with our analysis and links. Headlines: * Oil has rebounded as Hormuz remains closed and the US and Iran both seize ships. * A report that it co...
South Africa’s investment in infrastructure and shift to sustainable growth
South Africa’s infrastructure investment trajectory has steadily weakened over the past decade, both in absolute terms and relative to peers. From a relatively stable range of a...