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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Double 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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Budgeting and FOREX decisions in emerging markets require a deeper understanding of economic policies and their impact to mitigate risk — and capitalize on opportunities.
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All 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.
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.
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Country Insights
The Hormuz observatory
In light of what has occurred in recent weeks, and even of the market pricing of interest rates, Copom reducing the target for the Selic rate by 0.25 p.p. to 14.75% per year was...
The threat of a truckers’ strike is dominating the government’s agenda, today is the deadline for Lula to sign into law the bill that reduces tax rates for the chemical industry, and Vorcaro is currently negotiating a plea agreement
The threat of a truckers’ strike is dominating the government’s agenda in Brasília. As announced on March 18 by Transportation Minister Renan Filho, the government plans to expa...
Russia: a brief market watch
Minfin’s decision to pause fiscal rule operations on the FX market has clearly impacted the ruble, with USD/RUB climbing from 77.2 in early March to around 84-85 recently. This ...
Iran War Day 19: Israel strikes Iran’s gas and Iran retaliates against Qatar and UAE energy sites
Highlights Israel struck South Pars, the world’s largest gas field (shared with Qatar). Iran retaliated by firing missiles at Qatar’s Ras Laffan, damaging the Pearl GTL plant. G...