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.

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

Politics: Justice in Mexico—the great deficit
MEXICO - Report 29 Jun 2026

Mexico's justice system faces a structural crisis of historic proportions, one that now carries direct geopolitical consequences. The US demand to extradite ten ruling-party pol...

Weekly report, June 29, 2026: Netanyahu prepares for a post-election deadlock; markets reassess geopolitical risk, AI valuations, and the upcoming Bank of Israel rate decision
ISRAEL - Report 29 Jun 2026

Executive Summary - Netanyahu's agreement with the ultra-Orthodox parties appears aimed at preserving the Likud-ultra-Orthodox bloc after the elections. With current polls p...

The government's new bet and other weekly topics
BRAZIL POLITICS - Report 29 Jun 2026

Senator Flávio Bolsonaro will host a gathering of conservative women in Brasília. Former First Lady Michelle Bolsonaro is expected to attend the event. The Senate will debate th...

No further room
BRAZIL ECONOMICS - Report 29 Jun 2026

The inflation and labor market data released last week, although pointing to some signs of weakening, are insufficient to support the continuation of Selic rate cuts. The Centra...

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