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.
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
Bank of Israel Governor: Inflation at target midpoint; rate cuts likely once or twice, fiscal policy will push debt higher
The Governor of the Bank of Israel spoke yesterday at a conference held by the Aaron Institute. He stressed the resilience of the Israeli economy during the recent shocks, as re...
Navigating the shock, waiting for momentum
GDP decelerated sharply in H2 2025, and this weakness extended into early 2026. Growth would need to gain significant momentum in the coming months to reach an average of 2% for...
Tisza won with an extraordinarily strong mandate
The opposition Tisza party, founded only two years ago, achieved a sweeping victory at the regular parliamentary election held early this month. Actually, it won the strongest m...
Motta announced the rapporteur of the special committee on the 6x1 work schedule, the CCJ will hold a confirmation hearing today for Messias, and the Central Bank will decide on the benchmark interest rate (Selic)
The President of the Lower House, Hugo Motta (Republicanos–PB), announced yesterday that Federal Deputy Leo Prates (Republicanos–BA) will serve as rapporteur of the special comm...