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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President Ramaphosa ushers a new era in South Africa
SOUTH AFRICA - In Brief 16 Feb 2018

A few minutes ago,President Ramaphosa delivered his first State of Nation Address (SONA), emphasizing the dawn of a new era, an era of hope and reconstrution. He committed himse...

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A gap between reported and true GDP?
INDIA - Report 16 Feb 2018

There is a remarkable divergence between reported nominal GDP and a sensible nominal output proxy in the period after the CSO changed the methods for GDP measurement. This has ...

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China’s bad debt problem: Underestimated NPLs still a big threat to China’s banking system
CHINA ADVISORY - Report 16 Feb 2018

There have been a number of external estimates of China’s bad loans. The most widely utilized number was provided by the IMF, which analyzed 2,871 companies to estimate what per...

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Federal intervention in Rio de Janeiro
BRAZIL POLITICS - Report 16 Feb 2018

Following reports of escalating violence in Rio de Janeiro, President Michel Temer has decided to decree federal intervention in the public security of the state. President Teme...