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.

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 experts and get the insights to make the right move.

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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.

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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.

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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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Is the MNB's new inflation view consistent with the labor market?
HUNGARY - Note 24 Jun 2017

Our short answer is: no, it is most probably not. Our long answer is: the reader should decide, based on available information.On June 20, the Monetary Council presented its new...

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Ready to grow
CHILE - Monthly Report 23 Jun 2017

The Central Bank kept the Monetary Policy Rate (TPM) at 2.5% at its June Monetary Policy Meeting. Likewise, the communiqué barely changed from May. The June communique corrobora...

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Pre-Holiday (Contrarian) Musings
TURKEY - Special Report 23 Jun 2017

Turkish markets will be closed on Monday-Tuesday, as part of the end-of-Ramadan holiday (Eid Al-Fitr) that starts over the weekend. We thought it’d be useful to recap some of th...

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Will there be peace?
PHILIPPINES - Note 22 Jun 2017

It has been one month since President Rodrigo Duterte declared martial law in Mindanao following what he said was an act of rebellion by a group of Muslim extremists that had pl...

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© GlobalSource Partners, Inc. 2017.