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.
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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

GULF WEEKLY: PIF to hike capital deployment, Alat’s first deals, Turkey-ADQ sukuk on hold, Qatar’s Gaza mediation resumes
GULF COUNTRIES - Report 23 Feb 2024

A skimmable summary overlaid with our analysis and links. Headlines: * Gulf states addressed the ICJ hearing on Israel’s occupation (requested by the UNGA in 2022). * Hostag...

Lula met with party leaders of the House to improve their relationship, Lira should meet with party leaders next week to discuss the presidencies of the House committees, and the 2023 GDP result will be published next week
BRAZIL POLITICS - Report 23 Feb 2024

Yesterday, President Lula met with the president of the House, Arthur Lira (PP-AL), and representatives of 12 parties. The objective of the meeting was to improve dialogue betwe...

TOPIC OF THE WEEK: Energy independence is a key limitation to Uzbekistan's ambitious growth objectives
CAUCASUS / CENTRAL ASIA - Report 23 Feb 2024

Unfortunately, this week brought painful memories from last winter, when severe cold spells caused electricity blackouts and temporary closures of key enterprises. Low temperatu...

The National Bank of Kazakhstan cuts the base rate by 50 bps
KAZAKHSTAN - In Brief 23 Feb 2024

The NBK cut the base rate to 14.75%, i.e., by 50 bps, quoting falling inflation expectations as a key factor that triggered this decision. The regulator also referred to falling...

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