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.
Country Insights
Negative GDP growth reported for Q1
Preliminary, seasonally and day-adjusted GDP data shows -0.2% qoq, -0.4% yoy real growth for Q1, as reported this morning. This came after +0.6% qoq, +0.1% yoy in Q4, and 0.5% g...
Bi-Weekly Economic News Summary
Apr 17 The Parliament: The Upper Chamber of the Parliament of Kazakhstan has ratified the agreement with the CIS on free trade in the services sector. Ministry of Trade: Kazakhs...
Modest recovery faces internal and external challenges
Israel’s economy continued to expand in the first quarter of 2025, although the level of activity remained below its potential trajectory. Despite the ongoing recovery, the econ...
Trump’s peace deal: a fairy tale that ends in failure
Despite the hullabaloo over "peace deal" progress over the past month, nothing has fundamentally changed: Russia continues its intense missile and drone strikes against Ukrainia...