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

The Future of the Chinese Economy and the Iran War
CHINA ADVISORY - Report 30 Apr 2026

The Iran War has both short and long-term implications for China’s growth and global position. 1) The immediate economic consequences due to disruption to oil imports is the...

The Senate rejected Messias’s nomination to the STF, tomorrow is a federal holiday, and several key items are on the political agenda for next week
BRAZIL POLITICS - Report 30 Apr 2026

The Senate rejected the nomination of Attorney General Jorge Messias to the Supreme Federal Court (STF), a major defeat for the government and a strong message to the Court. The...

Economic growth seemingly accelerated in March, but was accompanied by statistical quirks
RUSSIA ECONOMICS - In Brief 30 Apr 2026

Yesterday, Rosstat reported that the aggregate output of the five basic sectors, such as industry, agriculture, construction, transportation, and trade, declined y-o-y by 0.7% i...

Russia: a brief market watch
RUSSIA ECONOMICS - In Brief 30 Apr 2026

Last Friday, the CBR cut the key rate by 50 bps to 14.5%. The decision was widely expected as inflation continued to decelerate in recent weeks, pulling inflation expectations d...

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