GlobalSource Partners | Country Insights

Special points to highlight in this report: * China's Fifth Plenum emphasized stricter Party discipline and policy implementation, but offered little indication that Beijing is prepared to address the structural imbalances undermining domestic demand. * Stronger oversight may improve impl...

On elections and reserves

TURKEY · Report · 01 Nov 2026

We found out that the number one concern of our international audience is the timing of early elections, which we still expect no earlier than late 2027. Kemal Kilicdaroglu’s blank check to AKP to determine the date of early elections at will, failed to resonate so far. But, American elections...

Monetary policy rate remains unchanged for November 2026

DOMINICAN REPUBLIC · In Brief · 31 Oct 2026

Yesterday, the Central Bank of the Dominican Republic decided to keep its monetary policy rate unchanged. During November 2026, the policy rate will remain at 5.50% per annum, while the rate on the overnight liquidity expansion facility (one-day repos) will remain at 6.00% and the overnight depos...

GULF WEEKLY: Concerns grow for renewed US-Iran clashes, Saudi Arabia cuts subsidies, Qatar buys more US LNG

GULF COUNTRIES · Report · 30 Oct 2026

A skimmable summary overlaid with our analysis and links. Headlines: * There were more signs of US post-election strike plans, despite mediation by Qatar and Saudi Arabia. * The inconclusive Israeli election may also give Netanyahu political motivations to revive the war. * Prediction market...

PL Party President said “no one approved” Flávio Bolsonaro‘s letter, Lula will deliver a national address next week, and Monday is a national holiday

BRAZIL POLITICS · Report · 30 Oct 2026

The week that began with President Lula’s reelection ends with the opposition searching for direction. Yesterday (Oct. 29), PL President Valdemar Costa Neto said that “no one approved” the letter in which Senator Flávio Bolsonaro (PL-RJ), already in the United States, declared himself the “true p...

TOPIC OF THE WEEK: Uzbekistan—Can the boom pay for itself?

CAUCASUS / CENTRAL ASIA · Report · 30 Oct 2026

While I recently derived econometrically that the Uzbek economy may not necessarily be overheating, the key question of whether it can keep growing this fast without becoming increasingly dependent on foreign financing is still a valid one to ask. After all, while the economy is expanding rapidly...

A reasonably good GDP number, received by local analysts as a disappointment

HUNGARY · In Brief · 30 Oct 2026 · 1 response

Q3 2026 GDP growth has just been reported at 0.1% qoq, 1.5% yoy by KSH. This is a very preliminary number, estimated on the basis of a model, rather than measured and aggregated in a bottom-up manner. So the sectorial details and demand components are still missing at this point. This follows 1.8...

Economic performance remains sluggish in September

RUSSIA ECONOMICS · In Brief · 29 Oct 2026

Rosstat reported that output in the five basic sectors - industry, agriculture, construction, transportation, and trade - was up 0.2% y-o-y in 9M26 and 0.7% in September alone. Both figures are unimpressive, though some parts of the economy performed slightly better last month. Industrial output ...

Upcoming webinar - Czechia's outlook: Election results, fiscal constraints and the CNB's next move

CZECHIA · Report · 29 Oct 2026

Date: 30 Oct 2026 Time: 11:00 AM EDT What do the senate and municipal election results mean for Czechia's outlook? With the opposition keeping its veto power in the Senate, how will Babiš pursue his agenda? What's ahead for fiscal policy? How will the central bank handle its upcoming interest...

Flávio Bolsonaro released a letter in which he called himself the “true president-elect of Brazil,” Motta is the favorite to lead the House, and the TCU approved a CBS rate of 11.3% for next year

BRAZIL POLITICS · Report · 29 Oct 2026

Senator Flávio Bolsonaro (PL-RJ), who was defeated in the second round of the presidential election, arrived in Miami, United States, yesterday (Oct. 28) with his wife and two daughters. In the afternoon, he released a letter in which he described himself as the “true president-elect of Brazil.” ...

Russia: a brief market watch

RUSSIA ECONOMICS · In Brief · 29 Oct 2026

The CBR’s decision to keep interest rates steady - while upping its forecast for the average key rate in 2027 by 150 basis point - did little to lift market spirits. The regulator sees pro-inflationary forces as dominant right now, leaving almost no chance for easing monetary policy through the r...

Netanyahu's bloc leads the election results, but political deadlock remains

ISRAEL · In Brief · 29 Oct 2026

Election results According to the latest vote count in Israel's 2026 elections, Netanyahu's bloc holds 53 seats compared with 48 for the Zionist opposition led by Gadi Eisenkot and 19 for the Arab parties. The results are not yet final, as the double-envelope ballots, mainly from soldiers and oth...

Machado’s return is a catalyst

VENEZUELA · Report · 28 Oct 2026

María Corina Machado’s arrival in Venezuela accelerates the process toward a change of government. Organizing elections and the necessary overhaul of the electoral authorities have moved from vague milestones to the center of the conversation, and could give business activity a boost. U.S. pre...

Flávio Bolsonaro left Brazil for the U.S. with his wife and daughters, the Minister of Finance said the government is preparing a legislative change for the fiscal target, and Lula signaled support for Motta and Alcolumbre

BRAZIL POLITICS · Report · 28 Oct 2026

Senator Flávio Bolsonaro (PL-RJ) left Brazil yesterday (Oct. 27) for the United States with his wife and daughters. He had until yesterday morning to surrender his passports, under an order issued by Supreme Federal Court (STF) Justice Alexandre de Moraes as part of an investigation into alleged ...

Slower, but no reason to panic

CENTRAL AMERICA · Report · 27 Oct 2026

Costa Rican economic performance is showing warning signs that point toward reduced momentum, suggesting a slower year in 2027, although crisis is not on the horizon. A weak labor market has seen a decline in participation since January 2025, meaning reduced capacity to create jobs, and a threate...