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

Are these the dog days of fiscal consolidation?
COLOMBIA - Report 22 Feb 2024

President Gustavo Petro uses the expression “golpe blando” to mean a style of soft coup-d’état that doesn’t involve force, massive street demonstrations or the actual ouster of ...

On a wait-and-see mode
TURKEY - Report 22 Feb 2024

The CBRT/MPC kept the policy rate at 45% today, as expected. There were a number of additions and changes to the statement, which we highlight/comment on in our report. On a ...

Lithuania restricts train travel to and from Russian exclave
RUSSIA / FSU POLITICS - In Brief 22 Feb 2024

On February 22 the announcement was made that trains going from Russia through Lithuania the Russian exclave Kaliningrad will not be allowed to pick up or drop off passengers. T...

Haddad will look into the Perse program, Lula will meet with party leaders of the House to improve their relationship, and Flavio Dino takes office as a justice of the STF
BRAZIL POLITICS - Report 22 Feb 2024

The Minister of Finance, Fernando Haddad, said he will look closely into Perse, a program that funds the events sector. Fraud was identified in the program, whose expenses excee...

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