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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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.

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Country Insights

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The troubles of diplomacy
RUSSIA POLITICS - Report 16 Nov 2018

The US intention to withdraw from the Intermediate-Range Nuclear Forces Treaty has caused a certain level of anxiety in Moscow as it may potentially lead to a new round in the a...

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Macroeconomic policy is at crossroads
HUNGARY - Report 16 Nov 2018

GDP growth remained markedly more robust than expected in Q3 2018, due to strength of the non-government services sector. Rapid growth was also supported by construction activit...

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Does monetary policy work?
CHINA ADVISORY - Report 16 Nov 2018

Does Chinese monetary policy work? If the central bank changes interest rates, does the market react? Or are interest rates irrelevant and only fiscal policy – direct interventi...

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Stress in NBFCs and real estate companies
INDIA - Report 16 Nov 2018

We review the stages of the slow-moving crisis in Indian finance. At present, NBFCs are facing a stress test. We analyze the small subset of listed NBFCs and identify the firms ...