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.
Budgeting and FOREX decisions in emerging markets require a deeper understanding of economic policies and their impact to mitigate risk — and capitalize on opportunities.
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

Iudex locuta, causa finita…ma non troppo
PANAMA - In Brief 28 Nov 2023

After a week of demonstrations in front of the Supreme Court building in Panama City, road blockades, and media pressure, on the early morning of Tuesday (a holiday in Panama), ...

Western nations suspect Turkey of conniving at sanctions busting
RUSSIA / FSU POLITICS - In Brief 28 Nov 2023

On November 27 the Financial Times reported that Turkey's sale of militarily applicable goods to Russia has shot up since 2022. There are 45 items that are dual use. They are so...

The MNB is under friendly fire: rating agencies appear to be worried
HUNGARY - In Brief 28 Nov 2023

A few days ago, we wrote in our monthly report that the government may step up supporting the MNB's strong forint policy towards end-2023, because of its desire to present a mat...

The STF decided that the government can pay off civil liens with extraordinary credit, Lula confirmed Dino’s appointment to the STF, and the vote on the offshore tax bill was postponed to tomorrow
BRAZIL POLITICS - Report 28 Nov 2023

Yesterday, the Supreme Federal Court (STF) formed a majority in the adjudication of the Direct Act of Unconstitutionality (ADI) on civil liens. Eight ministers voted to allow th...

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