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.

Upcoming events

Webinar - Georgia's Elections and Caucasus and Central Asia Outlook...

Thursday, October 31, 2024 at 10:00AM

Time: 10:00AM - 11:00AM (EDT)

Caucasus / Central Asia and Global Source Partners

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Country Insights

From dark to darker
ECUADOR - Forecast 15 Oct 2024

Our September report was entitled “A dark fourth quarter". That is precisely what we expect for the past quarter, with the problem of blackouts of up to 10 hours for every indus...

Economics: Afores (private pension funds) could be the next source for financing the growing public deficit
MEXICO - Report 15 Oct 2024

Public finances have continually weakened, especially in the past three years, with ever-increasing public deficits. For 2024, it is estimated that the public deficit will close...

Downward inflation surprise in September reduces chances of tightening in the near future
ISRAEL - In Brief 15 Oct 2024

September’s inflation print (-0.2% m/m 3.5% y/y moderating from 3.6%) came in below market expectations of no change (0,0%, ours as well). Core inflation moderated as well to 3....

Politics: Judicial reform advances but conflicts continue, with major potential consequences
MEXICO - Report 15 Oct 2024

Morena and AMLO’s much touted judicial reform has passed the legislative procedural hurdles, and the National Electoral Institute (INE) has agreed to organize the election of ju...

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