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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Budgeting and FOREX decisions in emerging markets require a deeper understanding of economic policies and their impact to mitigate risk — and capitalize on opportunities.
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All 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.
Country Insights
The IMF as a starting point
The formal restoration of relations between Venezuela and the International Monetary Fund (IMF) and the World Bank on April 16, 2026 marks an inflection point in the country's e...
Eurozone entry criteria to be met by 2030
Tisza's candidate for finance minister, Mr. Kármán said yesterday that the new government will aim at meeting euro introduction criteria by 2030. In short term, the new governme...
GULF WEEKLY: Peace hopes rise as Iran reopens Hormuz after Lebanon ceasefire, PIF announces 5-year strategy, Kuwait & Abu Dhabi make $4.5bn in private placements
A skimmable summary overlaid with our analysis and links. Headlines: * Iran’s foreign minister declared Hormuz reopen in response to the ceasefire in Lebanon. * Brent crude ...
Lula criticized the 20% tax on international purchases of up to US$50, the rapporteur of the PEC on the Central Bank’s autonomy submitted a new proposal, and next week is expected to be quiet due to the holiday (4/21)
This week, President Lula criticized the so-called “shein tax,” calling it unnecessary. The government had implemented a 20% tax on international purchases of up to US$50. Yeste...