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.
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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.
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.
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Webinar - Argentina's recovery-drivers, risks and timing...
Friday, August 14, 2026 at 10:00AM
Time: 10:00AM - 11:00AM (EDT)
Argentina and Global Source Partners
Country Insights
TOPIC OF THE WEEK: Uzbekistan's fiscal strategy 2027-2029 sees no FX drama
The Uzbek sum is set to bend, not break. This is how the new 2027-2029 Fiscal Strategy sees the UZS—no FX cliff, but a slow, controlled crawl. This makes Tashkent’s FX outlook a...
Strong growth through May, Canal progress, and complex mining talks
Economic activity continued to exceed expectations through May (+5.2%). Growth became broad-based as commerce, manufacturing, tourism, construction, and logistics contributed to...
China’s pressure point — the banks
China’s economy continues to slow as the property market fails to reach bottom. The technology sector, including EVs, and exports, remain strong but are not large enough to repl...
Monetary policy: NBU raises key policy rate to 15.5% in a preventive move amid rising risks
The NBU Board raised the key policy rate by 0.5 ppt to 15.5%, effective 31 July. This was the first rate increase since the beginning of the year. Recall that in January the NBU...