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 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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Concerns at the top despite high credit growth
CHINA ADVISORY - Report 22 Feb 2019

Premier Li Keqiang warned about excessive credit growth in a meeting at the State Council this week. The January data would seem to confirm the excess growth. Li’s comments sugg...

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Agreement Number 19
ECUADOR - Report 21 Feb 2019

After much hesitation, the government reached an extended fund facility for $4.2 billion with the IMF, which according to President Moreno´s statement, will open the door to $6....

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Higher coupons on HUF government bonds sold to households
HUNGARY - In Brief 21 Feb 2019

ÁKK is raising the coupons it pays on the HUF-denominated half-year government bond sold only to households to 2.5% from 2%, and on the similar one-year bond to 3% from 2.5%, fr...

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South Africa’s 2019 Budget: Tough decisions made, but will it be enough?
SOUTH AFRICA - Report 20 Feb 2019

South African Budget 2019 was delivered today by Finance Minister Tito Mboweni, his maiden Budget Speech following the delivery of the Mid Term Budget Policy Statement (MTBPS) i...

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