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.
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
GULF WEEKLY: IMF forecasts improve, Moody’s stabilizes Oman, Sadr wins the Iraqi election
A skimmable summary overlaid with our analysis and links. Headlines: * Oil rose to $85 as the IEA lifted its demand forecasts, and Saudi played down a faster taper. * The I...
Bolsonaro says he is considering privatizing Petrobras, the STF begins analysis of the ADI on the extension of the payroll tax exemption, and the court-ordered payments PEC may be put to a vote next week
Given the difficulty the government faced in approving the privatization of Eletrobras, Bolsonaro is unlikely to start another political battle for the privatization of Petrobra...
September’s CPI was in line with expectations
September’s CPI was in line with expectations Inflation in September rose by 0.2% and 2.5% y/y (up from 2.2% in August). Core inflation accelerated to 2.1% y/y from 1.9% last mo...
Russian oil supermajor sells stake in Arctic
On October 14 Rosneft sold its 5% stake in a huge Arctic Oil project to Swiss and Singaporean commodity trading houses. This is the Vostok Oil Project, which is intended to expl...