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.

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Country Insights

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Slugging Along, with Few Hopes for 2018
COLOMBIA - Monthly Report 26 Sep 2017

Q2 GDP growth figures clearly showed a weak economy, struggling to reach a mere 1.3% growth. Key indicators released since then show that the economy is still underwater – but a...

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Economic Outlook
BRAZIL ECONOMICS - Presentation 26 Sep 2017

A benign international scenario is favoring Brazil, inflation is falling across the board, and there is a clear increase in consumption, but the fiscal and political pictures ar...

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Monetizing debt does not relieve China’s debt burden
CHINA FINANCIAL - Presentation 26 Sep 2017

The relative pick-up in nominal GDP growth and the deflator reduces the cost of servicing the debt in real terms, but households absorb part of the cost by providing borrowers w...

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The Indian Economy
INDIA - Presentation 26 Sep 2017

Aggregating micro data shows a different story than official data. Challenges remain for the Central Bank and the banking industry.