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.

ASSET MANAGEMENT

Double down or pull back? An investment thesis is only as strong as the accuracy of the underlying assumptions. Access the most trusted in-country experts and get the insights to make the right move.

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CORPORATE MANAGEMENT

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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PRIVATE EQUITY

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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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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Growth reaches 4.9% in H1 forces weakens prospects for the rest of the year
PANAMA - Monthly Report 30 Sep 2016

Real GDP grew 5.2% y/y in Q2 compared to 4.6% in Q1; growth in H1 was 4.9%, which suggests a growth rate for 2016 below the 6% estimates of the Panamanian Government and internation ...

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Referendum on migration policy unlikely to be a market mover
HUNGARY - Note 29 Sep 2016

Whatever importance the nationwide referendum on migration policy, due on Sunday, October 2, has for the long term, it is unlikely to be an immediate market mover. The vote, in whic ...

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Rude Language and Awakenings
PHILIPPINES - Market Brief 29 Sep 2016

Judgment, it seems, came early for President Rodrigo Duterte. Not yet 100 days in office, the local currency hit a seven-year low of P48.25:$1, depreciating 3.5% since the start of ...

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Economics: Yawning Financing Gap Alarming
MEXICO - Weekly Trends 29 Sep 2016

Balance of payments data for the first half of the year and the General Economic Policy Criteria included in the government’s 2017 Economic Package reveal a risk factor for Mexico w ...

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© GlobalSource Partners, Inc. 2016.