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.
Upcoming events
Webinar - Turkey: Fundamental change or business as usual?...
Thursday, April 25, 2024 at 10:00AM
Time: 10:00AM - 11:00AM (EDT)
Turkey and Global Source Partners
Webinar - Panama and Dominican Republic Elections Outlook...
Tuesday, April 30, 2024 at 10:00AM
Time: 10:00AM - 11:00AM (EDT)
Dominican Republic, Panama and Global Source Partners
Country Insights
A gentle drizzle to calm the ongoing drought
The Republic closed an extended facility agreement with the IMF for the next 48 months for $4.0 billion. As of last March, we estimated needs of at least $3.5b to give some brea...
Ukraine receives first US ammo for months
On April 24 the US dispatched the first installment of the new aid package. The aid package passed the US Senate by an overwhelming majority, and Biden signed it. Within hours a...
The government submitted the bills on Tax Reform regulation, Congress postponed the analysis of presidential vetoes, and the AGU filed a lawsuit in the STF against the payroll tax relief bill
Yesterday, the government submitted a bill to the National Congress that establishes the Tax on Goods and Services—the IBS, whose responsibility is shared between the states, mu...
MPC: Back to a wait-and-see mode
As expected, the CBRT/MPC kept interest rates unchanged today, leaving the policy rate (one-week repo) at 50%. The statement was also little changed, still speaking of ongoing r...