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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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.
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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.
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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.
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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

Four bills submitted by the government begin to block the agenda in the Lower House, the deadline to submit bills on income taxation and payroll tax ends today, and Haddad meets with Juscelino Filho to discuss import taxes
BRAZIL POLITICS - Report 19 Mar 2024

Today, four bills submitted by the Executive Office with a constitutional urgent status begin to block the agenda of the House. The first is the bill that establishes tax and cu...

Tajik-Kyrgyz Border being agreed
RUSSIA / FSU POLITICS - In Brief 19 Mar 2024

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
ISRAEL - In Brief 18 Mar 2024

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
BRAZIL ECONOMICS - Report 18 Mar 2024

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...

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