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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“No, The Table Wasn’t Set”
ECUADOR - Quarterly Outlook 24 Jul 2017

“No, the table wasn’t set.” That was President Lenín Moreno’s reply to former president Rafael Correa, who claimed he left the table “set for the new government” -- referring to...

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We Forecast the SELIC Rate at the End of the Year will be 7.5%
BRAZIL ECONOMICS - Monthly Report 24 Jul 2017

We have altered our projection for the SELIC rate at the end of 2017 to 7.5% a year, for three reasons. First, although the economy is on the verge of recovery, all indications ...

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Polish presidential veto and its repercussions on Hungary
HUNGARY - Note 24 Jul 2017

Polish president Andrzej Duda announced today his veto to two highly contentious new parliamentary acts, which would seriously reduce the independence of Polish courts, in an ag...

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Reiteration of the Commitment to the Fiscal Target
BRAZIL ECONOMICS - Market Brief 24 Jul 2017

Despite the continuing signs of the government’s political weakness and pressures for more spending that boosts congressional support for the president, the economic team reacte...

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© GlobalSource Partners, Inc. 2017.