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
Conflict with the EU does not affect current transfer payments
Today, Hungary is receiving a €200 mn payment from the EU, the first instalment of a €504 mn loan to cover fiscal spending on the health care sector and job protection, both in ...
Russia consumer spending down
On Black Friday there was a 39% YoY fall in spending in stores. By contrast some e-commerce sites reported sales bonanzas. Online shopping was 61% more than on a typical Friday....
An imminent breakthrough on the Qatar rift is possible but unlikely
* A regional visit by Jared Kushner has raised hopes of a breakthrough on the rift, although he is more focused on the Israel normalization push. * The best outcome, still unli...
Politics: The government’s skewed budget priorities
Following the adage that one discerns a government’s priorities not from its speeches but from its budgets, the first conclusion we can draw from the 2021 spending budget is tha...