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.
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 Senate will hold the confirmation hearing for STF nominee Messias on Wednesday, a special committee will be established tomorrow on the 6x1 work schedule, and Friday is a federal holiday
The Senate’s Constitution and Justice Committee (CCJ) will hold a confirmation hearing on Wednesday, April 29, for Attorney General Jorge Messias, who has been nominated to the ...
Politics: Changes in Morena and the INE imply costs for the future of Mexican democracy
Recent weeks have brought significant political changes in Mexico that carry far-reaching implications for both democratic governance and electoral competition. Within Morena, P...
Macro update: tail risks down, frictions up
Argentina’s macro program continues to deliver short-term financial stability, but the underlying tensions between disinflation, growth, and external sustainability remain unres...
Former Israeli PMs Bennett and Lapid join forces ahead of elections to form the largest party
In an interesting political development, Yair Lapid, head of the Yesh Atid party and former prime minister, and Naftali Bennett, a former prime minister, have agreed to unite po...