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
Mexico at a Crossroads: Growth, Fiscal Strains and Trade Uncertainties...
Wednesday, September 23, 2026 at 10:00AM
Time: 10:00AM - 11:00AM (EDT)
Mexico and Global Source Partners
Country Insights
China’s dismal fiscal position
There is much talk in China these days about a K-shaped economy. Technology is growing rapidly while traditional manufacturing and other parts of the economy are declining. A te...
Anti-corruption efforts shifted to a higher gear
The draft budget for 2027 will be presented to the Fiscal Council, from which point it can be regarded as publicly known, on October 17, PM Magyar said today. For the average ci...
NBU takes another tightening step, raising key policy rate to 16% amid rising inflation pressure
The NBU Board made one more tightening step, raising the key policy rate by 0.5 pp to 16%, effective from September 18. Inflation accelerated to 8.1% y/y in August, slightly exc...
Justice Fachin postponed the analysis of the case involving Justice Mendonça, the government announced an increase in Bolsa Família benefits, and Lula will attend the UN General Assembly next week
As expected, Supreme Federal Court (STF) Chief Justice Edson Fachin postponed consideration of the case that would assess Justice André Mendonça’s conduct as rapporteur in the M...