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.
FOR 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 analysts and get the insights to make the right move.FOR 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.FOR 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.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.
Argentina
Domingo Cavallo Former Economy Minister and Central Bank President
Argentina
Esteban Fernández Medrano Former Advisor, Economy Ministry
Brazil Economics
Affonso Pastore Former Central Bank President
Brazil Economics
Cristina Pinotti Former Chief Economist, DIVESP
Brazil Politics
Murillo de Aragão Founder, Political Consultancy Arko Advice
Brazil Politics
Cristiano Noronha Partner, Political Consultancy Arko Advice
Central America
Felix Delgado Former General Manager, Central Bank
Central America
Fernando Naranjo Former Finance Minister
Chile
Andrés Velasco Former Finance Minister
Chile
Igal Magendzo Former Manager of Macro Analysis, Central Bank
Chile
Robert Funk Former President, Political Science Association
China
FAN Gang Board Member, People's Bank of China
China
Chunyang Wang Professor, HSBC Business School of Peking University
China Advisory
Andrew Collier Former President, Bank of China International USA
China Financial
Michael Pettis Professor of Finance, Peking University
Colombia
Juan Carlos Echeverry Former President of Ecopetrol, Finance Minister
Colombia
Andres Escobar Former Deputy Finance Minister
Dominican Republic
Magdalena Lizardo Former Adviser, Ministry of Economy, Planning and Development
Ecuador
Magdalena Barreiro Former Finance Minister
Gulf Countries
Justin Alexander Former Economic Advisor, Qatar Finance Ministry
Hungary
Istvan Racz Former Director, Central Bank
Indonesia
Cyrillus Harinowo Former Director Central Bank
India
Radhika Pandey Senior Fellow, National Institute for Public Finance and Policy
Israel
Jonathan Katz Former Chief Economist, Finance Ministry Budget Department
Jamaica and The Bahamas
Keith Collister Former Advisor, National Planning Summit
Kazakhstan
Evgeny Gavrilenkov Former Chief Economist, Sberbank CIB
Kazakhstan
Alexander Kudrin Former Head of Research, Sberbank CIB
Mexico
Mauricio Gonzalez Former Director of Economic Policy, Finance Ministry
Mexico
Guillermo Valdes Former Director, Center of Investigation & National Security
Mexico
Jesus Reyes Heroles G.G. Former Secretary of Energy; Ambassador to the U.S.
Nigeria
Kingsley Moghalu Former Deputy Governor, Central Bank
Panama
Marco Fernandez Former Economic Advisor, Ministry of Planning
Peru
Alfredo Thorne Former Minister of Economy and Finance
Philippines
Romeo Bernardo Former Deputy Finance Minister
Philippines
Christine Tang Former Economist, Central Bank
Russia Economics
Alexander Kudrin Former Head of Research, Sberbank CIB
Russia Economics
Evgeny Gavrilenkov Former Chief Economist, Sberbank CIB
Russia / FSU Politics
Alex Teddy Head, EMEA Operations, Urus Advisory
Russia / FSU Politics
Alexei Panin Head, CIS Operations, Urus Advisory
South Africa
Iraj Abedian Former Member, President’s Panel of Economic Advisors
Turkey
Murat Ucer Former Advisor, Economy Ministry and Central Bank
Turkey
Atilla Yesilada Former Director, Egebank Global Research
Ukraine
Dmytro Boyarchuk Executive Director, CASE-Ukraine
Ukraine
Vladimir Dubrovskiy Former Advisor, State Property Fund
Venezuela
Ruth Krivoy Former Central Bank President
Venezuela
Tamara Herrera Former Advisor, Banking Industry Association
Uruguay
Esteban Fernández Medrano Former Economic Project AdvisorCountry Insights
Politics: A coming deluge of court cases over electoral laws
A major showdown is shaping up over President López Obrador’s pending reforms to the country’s electoral laws. With the Senate expected in early February to put the finishing to...
What is the Best Fiscal Risk Premium Measure: Exchange Rate, Stock Market Index or Yield Curve?
The absence of a fiscal framework results in a risk premium that is manifested in the prices of assets, such as the exchange rate, stock prices and the position and slope of the...
Inflation is a challenge for the Lula government and other weekly topics
The Legislative and Judicial branches resume activities. Elections in the House and Senate are at the center of the political world. Arthur Lira (PP-AL) and Rodrigo Pacheco (PSD...
A record rise in car exports
The Indonesian economy posted an encouraging result for Q3 2022 with GDP growth of 5.72%, significantly higher than 5.44% achieved in the previous quarter. One of the main contr...