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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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
Tajik-Kyrgyz Border being agreed
On March 17 the two countries stated that they had agreed on 11 km of their 972 km border. Over 700 km is now demarcated.The two nations have a border dispute dating back to the...
The labor market tightens, supportive of wage pressure
The recovery in the labor market continues In February, the (regular) unemployment rate remained low at 3.3 percent, compared with 3.2 percent a month ago (seasonally adjusted)....
Consequences of Economic Activity on Monetary Policy
This week, the COPOM is expected to reduce the SELIC rate by a further 50 basis points to 10.75% and maintain the forward guidance for further cuts of the same size. In 2023, se...
Economics: Strong wage growth continues even as hiring slows in tandem with the economy
Job growth remains strong even as it has slowed in recent months, primarily in a stalling manufacturing sector, but even there and throughout the economy, wage growth remains ro...