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 experts 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

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Beijing Sees New Problems
CHINA ADVISORY - Report 24 Nov 2017

We just conducted a week of interviews in Beijing and nearby Jinan, Capital of Shandong Province. A few thoughts on these subjects: * Inflation * Consumer Debt * Growing Rece...

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Opening Finance – the Right Way
CHINA - Report 24 Nov 2017

Growth was relatively stable in October. Industrial output was up 6.2% y/y, almost the same as in previous months. Yet key growth drivers weakened. Fixed asset investment was up...

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The Reserve Bank Treads with Caution as Credit Ratings and The ANC Elective Conference Approach
SOUTH AFRICA - Report 23 Nov 2017

The South African Reserve Bank’s Governor Lesetja Kganyago has announced that the Bank will be keeping the country’s repo rate at 6.75%, and hence the prime interest rate also r...

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China’s Financial Opening Opportunities in Bank Consolidation
CHINA ADVISORY - Report 22 Nov 2017

China has agreed to open its banking sector to greater foreign ownership. This could signal an opportunity for foreign investors – depending, of course, on how serious Beijing i...