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.
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
Country Insights
GULF WEEKLY: Hormuz transits and East-West flows pick up, Saudi pre-budget statement, Qatar’s GDP contracts by -15%
A skimmable summary overlaid with our analysis and links. Headlines: * Ongoing Qatari mediation produced a new proposal but has not yet bridged the US-Iran differences. * Tr...
Globo canceled last night’s presidential debate, TSE Justice Estela Aranha barred the network from showing an empty podium for President Lula, and there was negative backlash surrounding the court decisions
After two court decisions interfered with Globo’s presidential debate, combined with Senator Flávio Bolsonaro’s (PL) decision to withdraw from the event, Globo canceled what was...
Slide presentation - Colombia: Off to a rough start
What are the fiscal challenges facing newly-elected President Abelardo de la Espriella? What are the expectations for Colombia's growth and how will they affect the fiscal situa...
TOPIC OF THE WEEK: Gold-rich, shock-proof? Testing external buffers across the Caucasus and Central Asia
CCA countries have been breaking records in accumulating FX reserves. While Uzbekistan has mostly been on the radar screen given its very large stock of reserves, the rest of th...