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.

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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 - Turkey Politics: CHP vs. Goliath...

Tuesday, September 16, 2025 at 10:00AM

Time: 10:00AM - 11:00AM (EDT)

Turkey and Global Source Partners

Mexico webinar - Can Mexico Maintain Macroeconomic Stability in 2026?...

Thursday, September 25, 2025 at 10:00AM

Time: 10:00AM - 11:00AM (EDT)

Mexico and Global Source Partners

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Country Insights

Mixed messages from the IMF Article IV. The copper mine at Donoso faces an uncertain road ahead. Moody's credit review in November will determine the investment grade status of the sovereign rating.
PANAMA - Report 12 Sep 2025

The IMF's latest Article IV report shows that Panama’s economic outlook remains cautiously optimistic. Growth is projected around 4%, potentially reaching 5% if large infrastruc...

GULF WEEKLY: Allies rally around Qatar, OPEC+ hikes production, UAE posts H1 fiscal surplus
GULF COUNTRIES - Report 12 Sep 2025

A skimmable summary overlaid with our analysis and links. Headlines: * Oil rose despite the decision by OPEC+ to begin tapering the May 2023 voluntary cuts. * Revised compen...

The STF convicted Bolsonaro to 27 years of prison, his allies in Congress are pushing for the amnesty bill to be put to a vote, and Motta wants to vote on the income tax exemption bill
BRAZIL POLITICS - Report 12 Sep 2025

The First Panel of the Supreme Federal Court (STF) concluded its trial on Thursday (September 11) and sentenced former President Jair Bolsonaro (PL) to 27 years and 3 months in ...

Government defeat in Buenos Aires Province: Political and economic implications
ARGENTINA - Report 12 Sep 2025

The ruling coalition suffered a 13-point loss in Buenos Aires Province, a stronghold of Peronism. The markets reacted sharply: equities fell up to 25%, bonds weakened, and count...

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