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.

Upcoming events

Brazil Elections - Outlook for the Runoff...

Tuesday, October 6, 2026 at 10:00AM

Time: 10:00AM - 11:00AM (EDT)

Brazil Politics and Global Source Partners

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Country Insights

Mexico at a crossroads: Growth, fiscal strains and trade uncertainties - Slide presentation and webinar replay
MEXICO - Presentation 24 Sep 2026

With job creation and productive investment remaining weak, what will it take to reignite Mexico’s economic growth? How serious are the challenges facing Mexico’s public finance...

The use of litigation in the presidential campaign is increasing but the cases should have little impact on the electorate, and the latest poll continues to show a highly competitive race between Lula and Flávio Bolsonaro
BRAZIL POLITICS - Report 24 Sep 2026

The use of litigation in the presidential campaign is increasing as the race enters its final stretch. The Workers’ Party (PT) has asked Supreme Federal Court (STF) Justice Fláv...

Renewed inflation pressures keep the SA Reserve Bank on the defensive
SOUTH AFRICA - Report 24 Sep 2026

The South African Reserve Bank’s (SARB) Monetary Policy Committee (MPC) increased the policy rate by 25 basis points to 7.25% at its September meeting, effective from September ...

Holding pattern
BRAZIL ECONOMICS - Report 23 Sep 2026

The Copom Minutes, in line with the statement released after last week's meeting, brought relatively few new elements to the monetary policy discussion. This reinforces our view...

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