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
Coming soon: monetary easing 2
The signal from BSP Governor Benjamin Diokno was clear, i.e., there is room for monetary easing. But will the Monetary Board cut policy rates when it meets tomorrow? Very unlike...
January BOP fundamentals do not support the forint's existing strength
The forint has continued to strengthen against the euro recently, up by 2.5% between end-2018 and today's MNB fixing. Obviously, this started with the MNB's verbal intervention ...
Nazarbayev resigns
President Nazarbayev of Kazakhstan resigned on March 19. Although he had been in poor health for some time his resignation came sooner than anticipated. He ruled the country for...
Steps toward the approval of Pension Reform
President Jair Bolsonaro’s trip to the US is the highlight of the week. He will also travel to Chile. With the arrival of the Pension Reform proposal for the military in the Low...