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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
Good inflation figure reported for November
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?
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
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
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...