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

Russian airline grounding much of its fleet due to sanctions
RUSSIA / FSU POLITICS - In Brief 07 Jul 2024

S7 Airlines cannot fly around 38 passenger aircraft due to lack of spare parts and maintenance. Some of the repairs can only be done outside of Russia. S7 is the second biggest ...

Not much new to write home about
TURKEY - Report 07 Jul 2024

Turkey exploded in anti-Syrian rage during the week, while Syrians in Turkey-controlled areas of their country retaliated in kind. The politics author does not anticipate more i...

Mixed macro data reported again in recent days
HUNGARY - In Brief 07 Jul 2024

In the past week, Mr. Orbán's lively diplomatic manoeuvres took all of the limelight, but there were also important data releases. Some of the new figures were quite positive, b...

A rate hold decision is expected hinting at likely loosening when geopolitical risks decline
ISRAEL - In Brief 07 Jul 2024

Geopolitics: There is renewed optimism regarding a possible cease-fire and a hostage deal with Hamas not demanding a complete end to hostilities and total Israel withdrawal as p...

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