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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Country Insights

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At the end of an era, searching for new directions...
TURKEY - Presentation 17 Dec 2018

Turkey’s growth model looks as if it has run out of steam, with recent developments indicating that this phase is looking different (for the worse). We look at Turkey’s recent e...

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An attack, new money, and a strangely strong Hryvnia
UKRAINE - Report 17 Dec 2018

The IMF Executive Board has added Ukraine to its agenda for a December 18th meeting. Since the government has done all of its homework, expectations are positive. The only uncer...

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Inflation expectations move higher on planned price hikes and weaker shekel
ISRAEL - Report 17 Dec 2018

November's CPI (1.2% y/y) came in slightly lower than expected, and core inflation declined to 0.8% y/y. We see inflation reaching 1.3% in 2019 on a slightly weaker shekel and a...

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Trade surpluses: High also in 2019
BRAZIL ECONOMICS - Report 17 Dec 2018

The mercantilist view that high trade surpluses are good for Brazil collapses when considering that their growth since the end of 2015 has largely been due to the reduction of i...