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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
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Country Insights
Iudex locuta, causa finita…ma non troppo
After a week of demonstrations in front of the Supreme Court building in Panama City, road blockades, and media pressure, on the early morning of Tuesday (a holiday in Panama), ...
Western nations suspect Turkey of conniving at sanctions busting
On November 27 the Financial Times reported that Turkey's sale of militarily applicable goods to Russia has shot up since 2022. There are 45 items that are dual use. They are so...
The MNB is under friendly fire: rating agencies appear to be worried
A few days ago, we wrote in our monthly report that the government may step up supporting the MNB's strong forint policy towards end-2023, because of its desire to present a mat...
The STF decided that the government can pay off civil liens with extraordinary credit, Lula confirmed Dino’s appointment to the STF, and the vote on the offshore tax bill was postponed to tomorrow
Yesterday, the Supreme Federal Court (STF) formed a majority in the adjudication of the Direct Act of Unconstitutionality (ADI) on civil liens. Eight ministers voted to allow th...