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.

GlobalSource Direct Logo

At your fingertips: direct access to our global partners

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 - 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

View all events...

Country Insights

Disinflation put to the test
VENEZUELA - Report 20 Oct 2026

September showed that monetary restraint can contain exchange rate pressures even as the official supply of foreign currency declines. Monthly inflation slid to 8.4 percent from...

The limits of disinflation and the challenge of growth with one year to the 2027 presidential election
ARGENTINA - Report 20 Oct 2026

With one year remaining until the presidential election on October 24, 2027, and roughly ten months until the mandatory primary elections (PASO) that will define party candidate...

Another rate hike? The case for 50 basis points
PHILIPPINES - Report 20 Oct 2026

The Philippine economy faces a difficult policy dilemma as inflationary pressures intensify even as economic activity remains weak. Headline inflation has accelerated, while cor...

Polls show Flávio Bolsonaro has a slight advantage ahead of the runoff, activities in Congress will be limited this week, and the government will rely on executive action
BRAZIL POLITICS - Report 20 Oct 2026

Six days before the runoff, polls released yesterday (Oct. 19) show Flávio Bolsonaro (PL) ahead, although the race has tightened compared with the immediate aftermath of the fir...

View more insights...
Cookies help us deliver our services. By using our services, you agree to our use of cookies.