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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FOR ASSET MANAGEMENTDouble down or pull back? An investment thesis is only as strong as the accuracy of the underlying assumptions. Access the most trusted in-country analysts and get the insights to make the right move.
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FOR PRIVATE EQUITYAll 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.
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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.
IAEA chief in Ukraine
On March 29 the head of the International Atomic Energy Agency (IAEA) visited Zaporizhzhia. This is the largest nuclear power station in Europe. Russia controls it. The IAEA bo...
Major foreign grain exporter to stop buying Russian grain
On March 29 Cargill Russia announced that on July 1, 2023, it will cease the export of grain. Cargill is a major world agricultural commodity trader. The company has informed th...
The new fiscal framework may be presented this week, and the conflict in Congress regarding provisional measures continues
In a nod to Congress, Lula may ask Haddad to present the text of the new fiscal framework again to the president of the House, Arthur Lira (PP-AL), and of the Senate, Rodrigo Pa...
Interest rates unchanged, ending off-market sales of FX to energy importers announced today
There was no surprise at today's rate-setting Monetary Council meeting: all interest rates, including the 18% sterilisation rate, the 13% base rate and the 12.5-25% interest rat...