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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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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Fiscal policy and politics: new developments
HUNGARY - Note 29 Apr 2017

Neither of the government's 2017 convergence report, which is due to be delivered to the EU by end-April, nor the draft budget plan for 2018, expected to go to parliament within day ...

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A Weak Start
COLOMBIA - Monthly Report 28 Apr 2017

After a sobering Q1, we’ve cut our 2017 GDP growth forecast, to 1.9% from 2.5%. That’s also closer to the Central Bank’s 2% annual growth forecast. These results, and a more dovish ...

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China’s First Quarter Credit Expansion
CHINA FINANCIAL - Monthly Report 27 Apr 2017

Special points to highlight in this issue: • What many analysts call China’s higher-than-expected GDP growth rate for the first quarter should not be classified as “higher than e ...

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El Salvador: An Unfortunate Step Backward
CENTRAL AMERICA - Monthly Report 26 Apr 2017

El Salvador has taken a step backward in its efforts to improve economic conditions. What we consider an unfortunate government decision – the announcement that it has been forced t ...