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
The STF crisis continues to escalate, and the latest polls show Lula ahead of Flávio in the first round but tied in the runoff, so there is currently no clear favorite in the presidential race
The crisis at the Supreme Federal Court (STF) continues to escalate. Yesterday, Justice Alexandre de Moraes requested that Justice André Mendonça be investigated as part of the ...
Bank of Israel officials strike a relatively dovish tone after the rate cut
Bank of Israel officials strike a relatively dovish tone after the rate cut Following yesterday's 25bp rate cut to 3.25%, comments by Governor Amir Yaron and Deputy Governor And...
TOPIC OF THE WEEK: Non-gold exports put a floor under the Uzbek som
My readers know that I prefer to look at FX developments in the CCA region chiefly through the prism of the Russian RUB. I have repeatedly argued that this provides the best fir...
Looks like the MNB may have intervened for the forint verbally yesterday
Following a short period of weakening on external factors, which we dealt with in our previous note two days ago, the forint gained strength again yesterday, after a 'rumour' re...