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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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

Kazakhstan macro: no change in macro trends in 2M24; puzzles remain
KAZAKHSTAN - Report 28 Mar 2024

Recently, the Bureau of National Statistics, the Ministry of Finance, and the National Bank of Kazakhstan published a new set of monthly macroeconomic statistics, and the major ...

Crackdown on organized crime in Central Asia
RUSSIA / FSU POLITICS - In Brief 28 Mar 2024

On March 27 Raimbek Matraimov and his three brothers were extradited from Azerbaijan to Kyrgyzstan. He was second in charge of the Kyrgyz Customs Service for several years. The ...

Industry posts steady growth in 2M24
RUSSIA ECONOMICS - In Brief 28 Mar 2024

Rosstat reported that in February and 2M24, the performance of the Russian industry looked not too bad, as the industrial output grew y-o-y by 8.5% and 6.6%. To some extent, fas...

CCA Highlights: Armenia boasts stellar early 2024 growth, Azerbaijan cuts rates, Georgia's outlook upgraded by Moody's, Uzbekistan sees continuing declines in gas output
CAUCASUS / CENTRAL ASIA - Report 28 Mar 2024

We comment on the key macro and political stories in the Caucasus and Central Asia: Armenia: Monthly economic indicator soars to 16.3% y/y in Feb Armenia: Budget posts large...

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