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.
Argentina
Domingo Cavallo Former Economy Minister and Central Bank President
Argentina
Joaquin Cottani Former Economy Secretary
Brazil Economics
Alexandre Schwartsman Former Central Bank Deputy Governor
Brazil Economics
Cristina Pinotti Former Chief Economist, DIVESP
Brazil Politics
Murillo de Aragão Founder, Political Consultancy Arko Advice
Brazil Politics
Cristiano Noronha Partner, Political Consultancy Arko Advice
Caucasus / Central Asia
Ivan Tchakarov Former Investment Bank Chief Economist
Central America
Felix Delgado Former General Manager, Central Bank
Central America
Fernando Naranjo Former Finance Minister
Chile
Andrés Velasco Former Finance Minister
Chile
Igal Magendzo Former Manager of Macro Analysis, Central Bank
Chile
Robert Funk Former President, Political Science Association
China Advisory
Andrew Collier Former President, Bank of China International USA
China Financial
Michael Pettis Former Professor of Finance, Peking University
CIS Politics
Alexei Panin Co-Managing Director, Urus Advisory
CIS Politics
Alex Teddy Co-Managing Director, Urus Advisory
Colombia
Andrés Escobar Arango Former Deputy Finance Minister
Colombia
Mauricio Santa Maria Former President of ANIF, Planning Minister
Dominican Republic
Magdalena Lizardo Former Adviser, Ministry of Economy, Planning and Development
Ecuador
Magdalena Barreiro Former Finance Minister
Gulf Countries
Justin Alexander Former Economic Advisor, Qatar Finance Ministry
Hungary
Istvan Racz Former Director, Central Bank
India
Susan Thomas Council on Financial Sector Competitiveness, Ministry of Finance
Indonesia
Cyrillus Harinowo Former Director Central Bank
Israel
Sani Ziv UN Economic Consultant
Jamaica / Bahamas
Keith Collister Former Advisor, National Planning Summit
Kazakhstan
Evgeny Gavrilenkov Former Investment Bank Chief Economist
Mexico
Mauricio González Former Director of Economic Policy, Finance Ministry
Mexico
Guillermo Valdés Former Director, Center of Investigation & National Security
Mexico
Francisco González Economic Consultant, GEA Grupo de Economistas
Mexico
Francisco González Economic Consultant, GEA Grupo de Economistas
Nigeria
Kingsley Moghalu Former Deputy Governor, Central Bank
Panama
Marco Fernandez Former Economic Advisor, Ministry of Planning
Peru
Alfredo Thorne Former Minister of Economy and Finance
Poland
Jan Hagemejer Central Bank Division Chief
Poland
Artur Radziwill Former Deputy Finance Minister
Philippines
Diwa Guinigundo Former Central Bank Deputy Governor
Russia Economics
Evgeny Gavrilenkov Former Investment Bank Chief Economist
South Africa
Iraj Abedian Former Member, President’s Panel of Economic Advisors
Turkey
Murat Ucer Former Advisor, Economy Ministry and Central Bank
Turkey
Atilla Yesilada Former Director, Egebank Global Research
Ukraine
Dmytro Boyarchuk Executive Director, CASE-Ukraine
Ukraine
Vladimir Dubrovskiy Former Advisor, State Property Fund
Venezuela
Ruth Krivoy Former Central Bank President
Venezuela
Tamara Herrera Former Advisor, Banking Industry Association
Mexico
Mariano Ruiz-Funes Former Director of Financial Policy, Ministry of Finance
Czechia
Artur Radziwill Former Deputy Finance Minister
Czechia
Jan Hagemejer Former Central Bank Division ChiefUpcoming events
Webinar - Czechia's outlook: Election results, fiscal constraints and the CNB's next move...
Friday, October 30, 2026 at 11:00AM
Time: 11:00AM - 12:00PM (EDT)
Czechia and Global Source Partners
Webinar - Chile’s generational funds reform...
Thursday, November 5, 2026 at 10:00AM
Time: 10:00AM - 11:00AM (EST)
Chile and Global Source Partners
Country Insights
GULF WEEKLY: Concerns grow for renewed US-Iran clashes, Saudi Arabia cuts subsidies, Qatar buys more US LNG
A skimmable summary overlaid with our analysis and links. Headlines: * There were more signs of US post-election strike plans, despite mediation by Qatar and Saudi Arabia. *...
PL Party President said “no one approved” Flávio Bolsonaro‘s letter, Lula will deliver a national address next week, and Monday is a national holiday
The week that began with President Lula’s reelection ends with the opposition searching for direction. Yesterday (Oct. 29), PL President Valdemar Costa Neto said that “no one ap...
TOPIC OF THE WEEK: Uzbekistan—Can the boom pay for itself?
While I recently derived econometrically that the Uzbek economy may not necessarily be overheating, the key question of whether it can keep growing this fast without becoming in...
A reasonably good GDP number, received by local analysts as a disappointment
Q3 2026 GDP growth has just been reported at 0.1% qoq, 1.5% yoy by KSH. This is a very preliminary number, estimated on the basis of a model, rather than measured and aggregated...