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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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
GULF WEEKLY: Ceasefire extended, but Hormuz closed, and oil rebounds, Moody’s puts Bahrain on a negative outlook, Dubai approves metro extension
A skimmable summary overlaid with our analysis and links. Headlines: * Oil has rebounded as Hormuz remains closed and the US and Iran both seize ships. * A report that it co...
South Africa’s investment in infrastructure and shift to sustainable growth
South Africa’s infrastructure investment trajectory has steadily weakened over the past decade, both in absolute terms and relative to peers. From a relatively stable range of a...
The government submitted a bill that authorizes a tax compensation mechanism, the STF reached a majority on the minimum subsistence threshold, and President Lula is expected to address the nation on Labor Day
The federal government announced yesterday that it has submitted a complementary bill (PLP) to Congress authorizing a tax compensation mechanism. The proposal would allow extrao...
Industrial production trends remain unclear, domestic demand weakens
As Rosstat continues to intrigue observers, we remain puzzled about Russia’s economic trends, particularly in the industry. Earlier this year, we mentioned that, due to Rosstat’...