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.
Argentina
Domingo Cavallo Former Economy Minister and Central Bank President
Brazil Economics
Cristina Pinotti Former Chief Economist, DIVESP
Brazil Politics
Murillo de Aragão Founder, Political Consultancy Arko Advice
Brazil Politics
Cristiano Noronha Partner, Political Consultancy Arko Advice
Caucasus / Central Asia
Ivan Tchakarov Former Investment Bank Chief Economist
Central America
Felix Delgado Former General Manager, Central Bank
Central America
Fernando Naranjo Former Finance Minister
Chile
Andrés Velasco Former Finance Minister
Chile
Igal Magendzo Former Manager of Macro Analysis, Central Bank
Chile
Robert Funk Former President, Political Science Association
China
FAN Gang Board Member, People's Bank of China
China
Chunyang Wang Professor, HSBC Business School of Peking University
China Advisory
Andrew Collier Former President, Bank of China International USA
China Financial
Michael Pettis Professor of Finance, Peking University
Colombia
Juan Carlos Echeverry Former President of Ecopetrol, Finance Minister
Colombia
Andres Escobar Former Deputy Finance Minister
Colombia
Mauricio Santa Maria Former President of ANIF, Planning Minister
Dominican Republic
Magdalena Lizardo Former Adviser, Ministry of Economy, Planning and Development
Ecuador
Magdalena Barreiro Former Finance Minister
Gulf Countries
Justin Alexander Former Economic Advisor, Qatar Finance Ministry
Hungary
Istvan Racz Former Director, Central Bank
Indonesia
Cyrillus Harinowo Former Director Central Bank
India
Radhika Pandey Senior Fellow, National Institute for Public Finance and Policy
Israel
Jonathan Katz Former Chief Economist, Finance Ministry Budget Department
Jamaica / Bahamas
Keith Collister Former Advisor, National Planning Summit
Kazakhstan
Evgeny Gavrilenkov Former Investment Bank Chief Economist
Mexico
Mauricio Gonzalez Former Director of Economic Policy, Finance Ministry
Mexico
Guillermo Valdes Former Director, Center of Investigation & National Security
Panama
Marco Fernandez Former Economic Advisor, Ministry of Planning
Peru
Alfredo Thorne Former Minister of Economy and Finance
Philippines
Diwa Guinigundo Former Central Bank Deputy Governor
Russia Economics
Evgeny Gavrilenkov Former Investment Bank Chief Economist
Russia / FSU Politics
Alex Teddy Co-Managing Director, Urus Advisory
Russia / FSU Politics
Alexei Panin Co-Managing Director, Urus Advisory
South Africa
Iraj Abedian Former Member, President’s Panel of Economic Advisors
Sub-Saharan Africa
Kingsley Moghalu Former Deputy Governor, Central Bank
Turkey
Murat Ucer Former Advisor, Economy Ministry and Central Bank
Turkey
Atilla Yesilada Former Director, Egebank Global Research
Ukraine
Dmytro Boyarchuk Executive Director, CASE-Ukraine
Ukraine
Vladimir Dubrovskiy Former Advisor, State Property Fund
Uruguay
Esteban Fernández Medrano Former Economic Project Advisor
Venezuela
Ruth Krivoy Former Central Bank President
Venezuela
Tamara Herrera Former Advisor, Banking Industry Association
Brazil Economics
Alexandre Schwartsman Former Central Bank Deputy GovernorUpcoming events
Webinar - Caucasus and Central Asia: Economic Upswings and Political Prospects...
Tuesday, May 21, 2024 at 10:00AM
Time: 10:00AM - 11:00AM (EDT)
Caucasus / Central Asia and Global Source Partners
Webinar - Mexico Elections: At a Crossroad...
Thursday, May 30, 2024 at 10:00AM
Time: 10:00AM - 11:00AM (EDT)
Mexico and Global Source Partners
Country Insights
Kazakhstan keeps utilizing budgeted transfers well ahead of schedule implying that tax revenues were poor in April
The Ministry of Finance reported that in 4M24, the National Fund grew from $63.7 bln as of January 1, 2024, to $64.9 bln as of May 1. In reality, it doesn’t mean that the author...
PM of Russia reappointed
On May 10, as we predicted, Mikhail Mishustin was given his job back by Putin. The State Duma voted for him with an overwhelming majority in favor, none against but there were s...
GULF WEEKLY: Saudi Q1 deficit, UAE trade talks with New Zealand, Israel assaults Rafah and bans Al Jazeera
A skimmable summary overlaid with our analysis and links. Headlines: * OPEC+ for the first time published a compensation plan for countries exceeding their quotas. * Israel ...
A political victory amidst the darkness
The past referendum and public consultation gave President Daniel Noboa a victory on nine out of the 11 questions proposed. This was a setback for the Correistas, who were campa...