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.

GlobalSource Direct Logo

At your fingertips: direct access to our global partners

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

Macroeconomic and geopolitical developments – Weekly report, October 6, 2025
ISRAEL - Report 06 Oct 2025

This week, Israel returned from an extended Yom Kippur weekend to a single trading day (Sunday) before entering another holiday break for Sukkot. During the intermediate days of...

Synthesis of the Brazilian Economy
BRAZIL ECONOMICS - Report 06 Oct 2025

OVERVIEW LULA AND THE EFFECTS OF HIS “BODY OF WORK” ON THE ELECTIONS Several factors have triggered a pendulum movement in expectations for next year’s presidential electi...

Politics: USMCA review and the 2027 midterm elections are key to defining Sheinbaum’s second year in office
MEXICO - Report 06 Oct 2025

Last week we presented an initial balance sheet of the first year of President Claudia Sheinbaum’s government in terms of economic performance and social indicators. In this iss...

The Minister of Tourism has decided to remain in office despite party pressure, the Committee on MP 1,303 may vote on the measure tomorrow, and the bill on the income tax exemption begins analysis in the Senate
BRAZIL POLITICS - Report 06 Oct 2025

Tourism Minister Celso Sabino has decided to remain in office even after his party, União Brasil, ordered all members holding positions in the federal government to resign. As a...

View more insights...
Cookies help us deliver our services. By using our services, you agree to our use of cookies.