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
Webinar - Venezuela: What's Next?...
Thursday, January 29, 2026 at 10:00AM
Time: 10:00AM - 11:00AM (EST)
Venezuela and Global Source Partners
Country Insights
The right's agenda in Congress and other weekly topics
Lower House President Hugo Motta (Republicans–PB) is meeting with party leaders to define the legislative agenda for the year. São Paulo Governor Tarcísio de Freitas (Republican...
Macroeconomic and geopolitical developments – Weekly report, January 26, 2026
This week’s update is dominated by geopolitical uncertainty, with rising tensions surrounding Iran. At this stage, a U.S. military strike is not a certain outcome, and developme...
Kazakhstan macro: ambitious VAT reform to reduce republican budget dependence on transfers, exchange rate
The Kazakh authorities accomplished the fine-tuning of the tax reform with the intent to reduce the dependence of public finances on the USD/KZT exchange rate and oil prices. We...
Cabinet changes, and expectations of greater dynamism this year
Economic performance in 2025 was weak. But the combination of government agenda prioritization efforts and signs of stronger growth toward yearend has fostered official optimism...