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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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.
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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.
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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.
Country Insights
Back to square one
It came to no experts’ surprise that Islamabad talks collapsed in day one, because going into these Iran and the US had completely opposing proposals and narratives about what t...
The year of our regression
The year 2026 is likely to go down in the annals of history as “the Year of Our Regression”, when the Iran War first halted and then began to reverse all progress made in healin...
Better than expected headline, tough road ahead
Consumer prices rose by a somewhat lower than expected 1.9% in March, with the 12-month rate declining to just under 31%, from 31.5% in February. Monthly PPI inflation was 2.3% ...
Something has to give
With no quick resolution in sight to the ongoing regional conflict, the econ author shares some illustrative forecasts as to what the Turkish macro outlook could look like, shou...