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.
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.
GlobalSource Partners: Unparalleled Expertise

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

No agreement was reached on payroll tax relief in the Senate, Lula’s statement yesterday worried the market regarding commitment to the fiscal framework, and the CCJ may vote on the Central Bank PEC
BRAZIL POLITICS - Report 17 Jul 2024

As expected, no agreement was reached on the compensatory measures for payroll tax relief. Consequently, the vote on the bill was postponed until August 30. According to Senate ...

Uzbekistan's law on foreign undesirables
RUSSIA / FSU POLITICS - In Brief 17 Jul 2024

The Uzbek Parliament will pass a law that will allow the government to ban people from entering the country who have offended Uzbekistan or deport those who have already entered...

Electioneering for 2026 starts early; economy expands into Q2 2024, and government plans for a larger fiscal deficit; we expect the BCRP to resume cuts in October
PERU - Report 16 Jul 2024

In this report, we discuss three topics. We observe that the campaign program for the 2026 elections has been brought forward. We then explain that the economic rebound that sta...

Anchoring exchange-rate expectations for further inflation slowdown
ARGENTINA - Report 16 Jul 2024

During the last few weeks there has been very good news on the course of inflation. But two sets of side effects of the stabilization policy create doubts about its sustainabili...

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