GlobalSource Partners | Country Insights

What does the path to the presidency look like for Colombia's presidential candidates? Which way is Colombia leaning? Get insight into the results of the first round of Colombia's presidential elections and the outlook for the runoff with the slide presentation and replay from our recent w...

Peru: Fujimori and Sanchez are tied in the run to Sunday's election

PERU · In Brief · 05 Jun 2026

Last night, two confidential polls were released and show that both candidates, Keiko Fujimori and Roberto Sánchez are tied. The former has slipped, while the latter has advanced. The difference in these polls are 0.8 percentage points (pp) in favor of Sanchez in one poll, and 1.8 pp in favor of ...

GULF WEEKLY: Kuwait airport hit in resumed fighting, PMIs rise in Saudi Arabia and UAE, Bahrain issues bond

GULF COUNTRIES · Report · 05 Jun 2026

A skimmable summary overlaid with our analysis and links. Headlines: * Hopes for a US-Iran deal receded amidst tit-for-tat exchanges of fire and conflict in Lebanon. * An Iranian drone hit Terminal 1 of Kuwait airport, killing a passenger and injuring 63. * The UAE and Saudi Arabia ranked se...

Upcoming webinar - Peru: Elections and outlook for the next administration

PERU · Report · 05 Jun 2026

Date: 8 Jun 2026 | Time: 10:00 AM EDT Join us after the election of Peru's next president for a live Zoom webinar featuring GlobalSource Partners' Peru Analyst Alfredo Thorne discussing what the results mean for Peru's outlook, the next administration's priorities, and the challenges that will...

Robust external performance and moderate growth, with rising inflation and oil shock risks

DOMINICAN REPUBLIC · Report · 05 Jun 2026

The Dominican economy maintained a favorable performance through April 2026, although signs of moderation have begun to emerge. Economic activity expanded by 4% y/y during January–April, supported by sectors such as mining, tourism, education and financial services. Employment kept growing, but t...

May inflation: still badly stuck

TURKEY · Report · 05 Jun 2026

CPI inflation was 1.7%, m/m, in May, slightly above expectations, with annual consumer price inflation edging up to 32.6%, from 32.4% in April. With monthly domestic PPI inflation at 2.75% in May, the 12-month PPI rate also rose -- to 28.9%, from 28.6%.

Poland in mid‑2026: frozen politics and a cooling economy

POLAND · Report · 05 Jun 2026

Poland enters mid‑2026 with a mix of frozen politics and a cooling economy, which together create growing strategic risk. Party polling has barely moved in months: KO leads , PiS is clearly second, the two Konfederacjas occupy the right‑wing periphery, and the rest of the field is fragmented. Yet...

Zelensky's open letter puts Putin in his place

UKRAINE · In Brief · 05 Jun 2026

Volodymyr Zelensky's open letter to Vladimir Putin is a good communication move. No one expects Putin to accept the invitation to talk, or to treat the letter as a positive signal in any way. The letter's only real audience was Donald Trump and other optimists who believe that Putin genuinely wan...

Upcoming webinar - Colombia elections: Outlook for the runoff

COLOMBIA · Report · 04 Jun 2026

Date: 5 Jun 2026 Time: 10:00 AM EDT What does the path to the presidency look like for Colombia's presidential candidates? Which way is Colombia leaning? Following the first round of Colombia's presidential elections, join us for our live Zoom webinar featuring GlobalSource Partners' Col...

Armenia elections: Outlook and implications - Slide presentation and webinar replay

CAUCASUS / CENTRAL ASIA · Presentation · 04 Jun 2026

Can Nikol Pashinyan retain power after the loss of Nagorno-Karabakh? Can the opposition unite behind a single credible challenger? Could Armenia face another period of instability if the result is disputed? Get insight into Armenia's parliamentary elections with the slide presentation and repl...

Economic trends look unimpressive but the trajectory is unclear

RUSSIA ECONOMICS · In Brief · 04 Jun 2026

We recently noted that official industrial statistics have been hard to use since the start of this year, as the time series for industry and its segments seems to mix two different base years. Starting in 2026, Rosstat began using 2023 fixed prices, while until 2025 it used 2018 fixed prices and...

Bi-Weekly Economic News Summary

KAZAKHSTAN · In Brief · 03 Jun 2026

May 21 Ministry of Justice: Naftogaz of Ukraine is seeking to validate in commercial arbitration in Kazakhstan its $1.44 bln claim against Gazprom for unpaid gas transit fees after the service was halted in 2022. Earlier, Naftogaz had won a similar arbitration against Gazprom in the Netherlands. ...

The potential 25% tariff on all imports from Brazil has become a major issue in the presidential campaign, the 6x1 proposal will be analyzed in the CCJ first, and Lula will hold a cabinet meeting today

BRAZIL POLITICS · Report · 03 Jun 2026

The threat by the United States to impose a 25% tariff on Brazilian exports has become a major issue in the presidential campaign. The Lula administration is attempting to link the issue to Senator Flávio Bolsonaro. Yesterday, Senate President Davi Alcolumbre (União Brasil-AP) stated that the con...

PM Magyar in Berlin, Paris and the MNB headquarters

HUNGARY · In Brief · 03 Jun 2026

Immediately after his early Monday visit at the residence of President Sulyok, and the subsequent announcement that Tisza will seek the removal of eight constitutionally independent top public officials, including the President, PM Magyar went over to the MNB headquarters, to see Governor Varga t...

Institutional instability and economic collateral damage

PHILIPPINES · In Brief · 02 Jun 2026 · 1 response

Two weeks ago, we argued that if something in the Philippine political system must finally fall into the ravine, it should not be constitutional accountability. It should be the culture of impunity that has long weakened Philippine democracy. Yet recent developments in the Senate suggest the oppo...