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.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
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
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
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
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...