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.
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
Russian tax service: our citizens have USD 180 billion abroad
On January 14 the Federal Tax Service provided an estimate of the assets that Russian citizens hold in other countries. These assets are kept in 700 000 accounts. The figures ar...
The hyperinflation menace remains near
Our central inflation forecast scenario has inflation slowing down a bit in 2021, to 2,200 percent this year from 2,500 percent last year. Black market dollars appreciate agains...
GULF WEEKLY: Oman issues bonds and appoints heir, Kuwait’s cabinet resigns, Covid rates rise
A skimmable summary of key developments overlaid with our analysis and links to further information. Headlines include: * The UAE has reached 14% vaccination but covid infect...
Retail sales and China’s “Super Cities”
Retail sales have declined due to Covid. However, we expect a strong pick-up in sales as the impact of Covid weakens because of several factors. First, the growth in household b...