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
Mexico Macro Monitor: Private consumption falls YoY in January for second consecutive month
Private consumption in January: Second consecutive annual decline driven by sharp contraction in imported goods consumption, in addition to persistent weakness in domestic goods...
Mexico Macro Monitor: Gross fixed investment recorded its fifth consecutive decline in January 2025
Gross fixed investment in January: Annual decline recorded for the fifth consecutive month, again due to a sharp contraction in construction investment. Gross fixed investment (...
The US tariffs on Kazakhstan look peculiar, but the overall impact of the US trade policy won’t be unnoticed
As the US administration published the list of countries and tariffs imposed on many countries, Kazakhstan found itself in a quite peculiar situation as its foreign trade with t...
Decent print, but brace for bumps ahead
Consumer prices rose by a less than expected 2.5%, m/m, in March (versus consensus forecasts of around 2.9%) with the annual CPI-inflation rate falling by a full percentage poin...