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.
Country Insights
GULF WEEKLY: Saudi green bond framework, Oman Q4 GDP, Gaza talks in Qatar paused after UN resolution
A skimmable summary overlaid with our analysis and links. Headlines: * The UN demanded a Gaza ceasefire but the war continues, and hostage talks in Qatar paused. * Although...
Russia: a brief market watch
The main event in Russia during the last two weeks was the terrorist attack on the concert hall in the suburbs of Moscow, which led to a massive number of victims. Despite the u...
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 ...