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.
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
Supply-side cutbacks in China—real or a red herring?
China’s overcapacity is leading to global price deflation as the country exports subsidized goods. The government has discussed supply-side reform—but how real is this? Does Chi...
Motta managed to reopen the House floor, Justice Moraes has allowed members of Bolsonaro’s family to visit him without prior approval, and Lula said he does not intend to call Trump but plans to speak with Xi Jinping
Yesterday, President of the House Hugo Motta (Republicanos-PB) managed to negotiate with the opposition to allow the Lower House floor to reopen. He also threatened to impose si...
Inflation warning: Expect the year-on-year headline rate fall significantly in July
CPI-inflation data for July is due in the morning tomorrow. In June, the yoy headline rate was 4.6%. Against that, analysts, including us, expect a material reduction to 4.1% yo...
2nd Quarter Economic Growth Steady
The signs were known as early as June 2025 that economic growth in the Philippines would remain flat at the lower end of the revised GDP growth for the year 2025 of 5.5-6.5%. Th...