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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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

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Politics: General’s arrest unmasks major problems
MEXICO - Report 26 Oct 2020

The October 15 arrest of Mexican General Salvador Cienfuegos in Los Angeles hit Mexico like a bombshell. He has been indicted on various drug trafficking-related counts correspo...

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Response to Ray Dalio
CHINA ADVISORY - Report 26 Oct 2020

Ray Dalio published an op-ed in the Financial Times last week, "Don’t be blind to China’s rise in a changing world", October 23, to which I take issue. He displays a distinct la...

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Monetary decision disappoints the markets
ISRAEL - Report 26 Oct 2020

Markets were somewhat disappointed by the minor adjustments made in monetary policy last week. Economic indicators point to a sharp deceleration since the second lockdown, altho...

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Dangerous monetary arithmetic, version 2020
ARGENTINA - Report 26 Oct 2020

Capital markets remain concerned about Argentina’s economic and political outlook, despite the successful international debt swap and the more recent oversubscribed domestic dol...

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