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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The SARB Implements its First Rate Cut Following an End to its Tightening Cycle
SOUTH AFRICA - Market Brief 20 Jul 2017

The South African Reserve Bank’s MPC announced a 25 basis point cut from 7% (the rate that prevailed since March 2016) to 6.75%, effective from July 21. The Reserve Bank MPC...

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Renegotiation of NAFTA: Positive Signs, but Caution is Recommended
MEXICO - Market Brief 20 Jul 2017

The “Summary of Objectives for the NAFTA Renegotiation” published by the U.S Government was in general well received by Mexican editorialists as well as financial markets. The d...

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Domestic demand holds momentum in June 2017; retail trade is up 1.2% y-o-y on strong auto sales
RUSSIA ECONOMICS - Note 20 Jul 2017

Rosstat published today short term monthly data for June 2017 covering households. It’s positive in general terms. Real incomes continued to rise (0.4% m-o-m s.a.; 0.0% y-o-y) a...

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HEADS UP: A new conflict brewing up between Turkey and Germany
TURKEY - Note 20 Jul 2017

The Germany Minister of Foreign Affairs, Mr. Sigmar Gabriel stated—according to Deutsche Welle- that "We want Turkey to be a part of the West, or at least remain in its current ...

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