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

The IOF battle heads to the Supreme Court and other weekly topics
BRAZIL POLITICS - Report 30 Jun 2025

The repeal of the IOF decree by Congress continues to resonate. The government is seeking a solution to offset the lost revenue. Lawmakers are staging a protest against Provisio...

Essential CIS Politics: July 2025
RUSSIA / FSU POLITICS - Report 30 Jun 2025

- Impact on Russia and Ukraine of the Iran-Israel conflict: an analysis. - Ukraine launches a daring attack on Russian strategic bombers. - Russia’s Economy Min...

Synthesis of the Brazilian Economy
BRAZIL ECONOMICS - Report 30 Jun 2025

OVERVIEW IN SEARCH OF POLARIZATION  With his popularity in steady decline, loss of support in Congress, and Bolsonaro’s candidacy, the so-called "evil“, increasingly unli...

Economics: Mexican economy expected to stall further this year but could begin to see some minimal growth heading into 2026
MEXICO - Report 30 Jun 2025

What are the factors behind Mexico's ongoing economic slowdown? Can a strong peso endure? Will there be a satisfactory ending to free trade and foreign investment in Mexico? Tho...

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