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.

Country Insights

Economics: A stalling 2025 economy foreshadows a slow recovery in subsequent years
MEXICO - Report 15 Dec 2025

The Mexican economy is sputtering, as underscored by GDP slipping -0.2% yoy in the third quarter, leaving its average performance through September at a paltry 0.4%. Were it not...

Politics: At year-end, Sheinbaum has high marks in general but low scores on specifics
MEXICO - Report 15 Dec 2025

President Claudia Sheinbaum has gotten through her first year in office and the end of 2025 with remarkably high approval ratings. Yet major and growing problems have taken thei...

The race for the strategic vote in 2026 and other weekly topics
BRAZIL POLITICS - Report 15 Dec 2025

This is the final week of legislative activity in the National Congress before the holiday recess and it comes with a packed agenda. In the Lower House, highlights include the r...

Unanchored: Venezuela returns to hyperinflation territory
VENEZUELA - Report 15 Dec 2025

Inflation rebounds to 20 percent in December, driven by simultaneous acceleration in the official and parallel exchange rates. Although fiscal stimulus typically eases at year-e...

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