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
Economics: The 2027 General Pre-Criteria for Economic Policy shows excessive optimism and disconnect from Mexico’s reality
At the beginning of the month, the SHCP sent the General Pre-Criteria for Economic Policy for 2027 (PCGPE) to the Congress of the Union. These documents constitute the first ste...
Politics: A preliminary assessment of the new Mexican Supreme Court’s performance so far
The new Mexican Supreme Court (SCJN), operational for nearly eight months, has already issued two highly controversial rulings that have generated widespread distrust and concer...
Nightmare on Elm Street
The phrase “mutlak butlan” (fully null and void) made it back to the politics lexicon a second time, as the scuttlebutt claims Kemal Kilicdaroglu will soon be appointed as trust...
All votes are counted: Tisza gained further seats over the last two days
Vote-counting is now over. In the end, Tisza won 141 seats in parliament (70.9%), on 53.2% of the popular vote, whereas Fidesz has 52 seats (26.1%) on 38.6% of the popular vote....