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
Gasoline price to drop 3.3% on January 1st, supporting continued monetary easing
Starting January 1st, the price of gasoline in Israel will be reduced to NIS 6.85 per liter. The decline reflects a 10.76% drop in global oil prices and a 2.26% appreciation in ...
A rare equilibrium
With the monetary policy rate now at 4.5%, a level we consider broadly neutral, indicators point to an economy operating close to equilibrium. The main risks remain external, an...
Notes from Beijing and Hong Kong
I just returned from a two week trip to Hong Kong and Beijing, giving a speech to the American Chamber of Commerce in Beijing, and meeting with property developers and other bus...
IMF on the Philippines: Cautious Optimism, Hard Constraints
The International Monetary Fund (IMF) completed its Article IV mission to the Philippines from mid-September to 1 October 2025, with the Executive Board concluding the consultat...