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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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.
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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

Highlights of yesterday's speech by President Milei
ARGENTINA - In Brief 11 Dec 2024

Yesterday, December 10th, 2024, President Javier Milei addressed the Nation on the occasion of the first anniversary of his government. It was a 37-minute speech broadcast on na...

Syria post-Assad: outlook and implications for the GCC
GULF COUNTRIES - Report 11 Dec 2024

* While there is plenty to worry about, Syrians are celebrating the end of a brutal regime. * HTS has become the dominant force in much of Syria, but the balance with other gro...

The government continues to negotiate the fiscal package in the House, the Paten bill was approved in the Senate, and the Copom is expected to announce the new basic interest rate today
BRAZIL POLITICS - Report 11 Dec 2024

The government continues negotiating in the Lower House to secure a vote on the fiscal package. Yesterday, the President of the House, Arthur Lira (PP-AL), acknowledged that the...

The political consequences of President Lula's health
BRAZIL POLITICS - Report 11 Dec 2024

President Lula's health, following a delicate surgery, raises reflections on the institutional and political implications across different scenarios. In this report, we analyze ...

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