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
Is 390 the current officially preferred EURHUF rate?
You know, it is a pretty common disease among analysts to see reason even where there is none. So, maybe we have just fallen prey to this pandemic this time. However, there may ...
The Senate approved the Sentencing Bill, Congress should vote on the Federal Budget on Friday, and the Minister of Tourism stepped down from his position
The Senate floor approved yesterday the Sentencing Bill (PL 2,162/23), which reduces the sentences of those convicted for the January 8, 2023 attacks. The bill now moves to pres...
Implications of the oil logistics paralysis
Loading and unloading operations have continued after the seizure of the Skipper and Trump's announcement of a blockade on sanctioned vessels. Available information is dispe...
Russia: a brief market watch
The Russian FX market has seen moderate volatility over the past two weeks. The CBR’s decision to lift limits on outgoing hard currency transfers by individuals from Russia and ...