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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FOR ASSET MANAGEMENTDouble 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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FOR PRIVATE EQUITYAll 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.
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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.
GULF WEEKLY: SEZs exempt from Saudisation, Dubai’s Palm Jebel Ali is revived, Sultan Haitham visits Iran
A skimmable summary overlaid with our analysis and links. Headlines: * Oil slipped mid-week but rose after the debt ceiling deal and ahead of the OPEC+ meeting. * Iraq annou...
Government deposits in Congress a Fiscal Responsibility Bill
Yesterday, the Ministry of Finance, on behalf of the Executive Power, deposited in the National Congress a Fiscal Responsibility Bill. The Bill seeks to guarantee the sustainabi...
Lula appointed his lawyer to the STF, allies of Lira were targeted by a search and seizure operation of the Federal Police, and there will be a national holiday next week (Corpus Christi)
Confirming expectations, President Lula appointed his lawyer Cristiano Zanin to the Supreme Federal Court (STF). Despite criticism and questioning from the opposition, Zanin's a...
Ukrainian attacks on Russian energy
On June 2 two oil and gas facilities in western Russia were attacked by drones. The Governor of Smolensk Region where the attacks took place commented on the attacks. The region...