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.
Budgeting and FOREX decisions in emerging markets require a deeper understanding of economic policies and their impact to mitigate risk — and capitalize on opportunities.
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

Good inflation figure reported for November
HUNGARY - In Brief 09 Dec 2023

KSH published the November CPI-inflation data yesterday. We still skipped the day without releasing a note on it, which had two reasons: 1. essentially everything came out as ex...

November inflation: BSP at a crossroads?
PHILIPPINES - In Brief 09 Dec 2023

Early last week, the Philippine Statistics Authority (PSA) released the November 2023 headline inflation rate and it must have caused an early holiday rejoicing to both the Phil...

Azerbaijan and Armenia exchange prisoners
RUSSIA / FSU POLITICS - In Brief 09 Dec 2023

On December 7 the countries released some Prisoners of War. They published a statement saying they will enact measures to build mutual confidence and that they both hope for per...

Putin announces he will run for president in 2024
RUSSIA / FSU POLITICS - In Brief 09 Dec 2023

On December 8 he made the announcement flanked by soldiers who had served in the Ukraine War. We predicted this earlier that day. He announced his candidacy at an award ceremony...

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