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
Russia switches to buying Yuan
The Bank of Russia announced on 9 January that in June it dumped USD 101 Billion in holdings. Reserves have been shifted to USD 44 Billion worth of RMB, USD 44 Billion worth of ...
Essential CIS Politics: American withdrawal from Syria would be a mixed blessing for Russia
RUSSIA:US withdrawal from Syria presents opportunities and problems for RussiaTrump announced that the US is withdrawing troops from Syria. This is welcome news in Russia since ...
Nearly excellent current performance, moderately positive medium-term prospects
In our new quarterly forecast, we do not take into account the possible negative impacts of major international economic, financial or political debacles such as e.g. a potentia...
A sustainable recovery that elections could upend
Ukraine’s economy was clearly experiencing a healthy recovery in 2018. GDP sped up to +3.2% y/y, from +2.5% y/y in 2017. Inflation slowed to +9.8% ytd from +13.7%. The hryvnia r...