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 IOF battle heads to the Supreme Court and other weekly topics
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
- 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
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
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...