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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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

Essential CIS Politics: June 15-30, 2026
CIS POLITICS - Report 01 Jul 2026

Major headlines: Ukraine war update: Ukrainian drone strikes on refineries caused fuel shortages, queues, and rationing across Russia. Putin acknowledged the issue on June 30...

With inflation still high in June, the NBK will probably hold steady in July
KAZAKHSTAN - In Brief 01 Jul 2026

The Bureau of National Statistics reported a slight y-o-y inflation slowdown (to 10.3% from 10.4% in May), but m-o-m inflation ticked up to 0.8% from 0.7% in May, showing disinf...

Mulino’s “mining deadline” is near, but Cobre Panamá’s re-opening schedule is uncertain. Strong activity data support a 4.5% growth forecast for 2026
PANAMA - Forecast 30 Jun 2026

"D-Day" is approaching for the solution of the "Minera Panama Case": our assessment is that on July 1, the date President Mulino had promised to present the roadmap for the reop...

Peru: Keiko Fujimori is officially the winner of the runoff
PERU - In Brief 30 Jun 2026

Last night, Oficina Nacional de Procesos Electorales (ONPE, the office responsible for organizing the elections) and Jurado Nacional de Elecciones (JNE, the national electoral j...

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