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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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

Economic activity remains moderate in February, and the trend to persist in 2025
RUSSIA ECONOMICS - In Brief 03 Apr 2025

Rosstat reported that the output of the five basic sectors (a monthly proxy for aggregate economic activity accounting for industry, agriculture, construction, transportation, a...

Government macro forecast changes in the right direction but at the wrong time
HUNGARY - In Brief 03 Apr 2025

Early this week, Mr. Nagy, the economy minister, announced a scaling back of the government's 2025 GDP growth forecast to 2.5% from the 3.4% included in the annual budget, paral...

"Liberation Day" tariffs have limited direct impact on the GCC but have hurt the oil price
GULF COUNTRIES - In Brief 02 Apr 2025

As a hot take on the impact of the US tariff announcements on the GCC, here are two positives, two negatives, and two areas that are currently unknown. There will be much more t...

Bi-weekly Economic News Summary
KAZAKHSTAN - In Brief 02 Apr 2025

Mar 19 Energy Ministry: Mr Akkezhenov (formerly Deputy Minister) has been appointed as the new Minister of Energy. National nuclear company: In 2024, Kazatomprom’s net profit in...

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