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.
Country Insights
A macro update (or, enjoy it while it lasts!)
With our weekly on holiday, we thought a brief update on the recent data releases could prove useful. The economy is looking more stagflationary: activity and employment have...
Inflation forecast up, but easing hopes alive
The CBRT released its third Inflation Report of the year today. The Bank once again revised its end-2026 inflation forecast upward, to 28% from 26%, while keeping its year-end i...
Peace Process: A Happy Ending of Sorts
Global Source Partners TURKEY has publicly declared a recess for the month of August, but the Turkish parliament stubbornly denies this fundamental right. Instead, after sitting...
Mecca Pact: Face-saver or game-changer?
First, my apologies for posting this Market Brief at this Godawful hour, but my humble dwelling in Istanbul turned into a mini-heat sink frying my brains during the day. The hea...