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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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.
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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.
Upcoming events
Peru First Round Results - What's Next?...
Monday, April 13, 2026 at 10:00AM
Time: 10:00AM - 11:00AM (EDT)
Peru and Global Source Partners
Country Insights
Politics: Government-business relationship—the schizophrenia
Claudia Sheinbaum faces the challenge of turning private investment into a reality to ensure the sustainability of the 4T project, which requires solid and growing public financ...
BoI holds rates at 4% with a hawkish tone; growth forecasts downgraded; 2026 budget passes with unrealistic assumptions
Bank of Israel leaves the policy rate at 4%, with a somewhat hawkish statement The Bank of Israel left the policy rate unchanged at 4.0%, in line with expectations, but we felt ...
Still betting on an opposition win
The congressional election results are the main source of worry for the political opposition camp in the presidential race. We analyze the percentage increase in votes cast for ...
Popularity vs. elections and other weekly topics
The pace of work in Brasília will be reduced due to the holiday (Good Friday). It will still be a busy week, with governors stepping down, cabinet reshuffles, and party affiliat...