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 experts 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

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MNB decision went in the expected direction, but it seems bigger than expectation
HUNGARY - In Brief 21 Nov 2017

The Monetary Council today made decisions which go in the direction of preliminary signals and market expectation, in so far as:- they left all interest rates unchanged; and- th...

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Recovery of Activity a Step at a Time
BRAZIL ECONOMICS - Report 21 Nov 2017

It has long been known that economic cycles are not like cycles in physic. No two economic cycles are alike, much less are the trajectories deterministic. Instead, the forces th...

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Into The 4th Episode, Fasten Seat Belts
TURKEY - Report 21 Nov 2017

The lira has been weakening sharply lately, having broken the previous peak in basket terms, which we had experienced during the so-called “Trump reflation trade” (Graph 1). The...

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Economics: Same Sort of Budget in 2018
MEXICO - Report 20 Nov 2017

There were no real surprises in the final version of the 2018 federal spending bill. In addition to the usual tweaks to budget assumptions regarding projected export oil prices ...