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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Tax reform: down to the wire?
PHILIPPINES - Note 21 Sep 2017

The Senate ways and means committee submitted last night its version of the tax reform package, authored by 14 of 22 active senators. We gather that Senate bill 1592 is very dif...

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Spending Plan 2018: Subsidies cut, Reforms Budgeted
UKRAINE - Note 20 Sep 2017

Macro-parameters are in line with our projections. Finance Ministry projects 3.0% of GDP growth (exactly what we expect), 7% consumers’ inflation (we project 6.9%) and UAH 29.3/...

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Hurricane Maria unlikely to have direct impact; the country prepares
DOMINICAN REPUBLIC - Note 20 Sep 2017

Just day after being seriously threat by Hurricane Irma, the Dominican Republic prepares for the possible impact of Hurricane Maria. As we write, Maria is hitting Puerto Rico, a...

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CNT/MDA Poll: Lula leads in the 2018 race
BRAZIL POLITICS - Market Brief 19 Sep 2017

A poll released today by CNT/MDA on the 2018 presidential race shows that former President Lula (PT) leads all three scenarios tested by the poll. Despite suffering wear on his ...

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© GlobalSource Partners, Inc. 2017.