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
GULF WEEKLY: Oil back to pre-war level, Qatar suffers major gas accident, Bahrain’s FX reserves slide
A skimmable summary overlaid with our analysis and links. Headlines: * Oil dipped to $72, its pre-war level, as Hormuz transits picked up, despite an attack on a cargo ship. ...
Outlook on inflation and the exchange rate
The emergence of a moderate-to-strong El Niño phenomenon in the equatorial Pacific during mid-2026 has impacted upon the monsoon and food price outlook for this year. Earlier it...
Even if war ends soon, expect future negative economic impacts
Higher inflation and lower economic growth globally are the foreseeable international trends for this year, as a sequel to the Iran war. Those outlooks will hardly change before...
Michelle Bolsonaro’s video continues to cause political fallout, the STF may rule on a case limiting benefits received by senior public officials, and electoral restrictions begin on July 4
The video of former First Lady Michelle Bolsonaro criticizing Senator and PL presidential hopeful Flávio Bolsonaro continues to generate political fallout. Rumors have emerged a...