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

Synthesis of the Brazilian Economy
BRAZIL ECONOMICS - Report 07 Oct 2024

OVERVIEW THIS TIME IS DIFFERENT (?) Moody's decision to raise Brazil's credit rating from Ba2 to Ba1, with a positive outlook, bringing the investment grade carrot closer...

The paradox in Lula's popularity, the results of the first-round municipal elections and other weekly topics
BRAZIL POLITICS - Report 07 Oct 2024

Following the first round of municipal elections, congressional activity is expected to increase. The Lower House may conclude the vote on the bill establishing the Management C...

On new data releases: weak industry, strengthening consumption, and moderate surpluses on the BOP
HUNGARY - In Brief 07 Oct 2024

1. Industrial output fell 0.5% mom, 3.5% yoy in August, he latter following -6.4% yoy in July. January-August was -3.8% yoy. So far this year, the usual mantra has been that mos...

Politics: The Sheinbaum Presidency—first positions and implications
MEXICO - Report 07 Oct 2024

There were no big surprises in Claudia Sheinbaum’s first day in office and her two inauguration day speeches. Everything points to a continuation of outgoing President Andres Ma...

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