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.

Upcoming events

Webinar - Argentina's recovery-drivers, risks and timing...

Friday, August 14, 2026 at 10:00AM

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

Argentina and Global Source Partners

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Country Insights

Improved mood in Washington insufficient to combat winter of ballistic strikes
UKRAINE - Report 04 Aug 2026

Sentiment within Washington's ruling circles appears to be gradually shifting in Ukraine's favor. President Volodymyr Zelensky’s July 28 meeting in Washington with U.S. Presiden...

Party negotiations continue to intensify over the next two days, the Federal Police asked the STF to open another investigation into Lula’s son, and the Copom meets to decide on the benchmark interest rate
BRAZIL POLITICS - Report 04 Aug 2026

Today is the second-to-last day for political parties to hold their national conventions. Negotiations are expected to intensify over the next two days. Senator Tereza Cristina ...

Paks nuclear power plant is almost fully turned off, but economic impact is likely to be limited
HUNGARY - In Brief 04 Aug 2026

As we reported a few days ago, Central Europe, and indeed the western part of the continent as well, is suffering from a severe drought, combined with unusually high peak daily ...

Current account turned positive in 2Q26 and could stay in green in 2026 as a whole
KAZAKHSTAN - In Brief 04 Aug 2026

The current account moved into surplus in 2Q26, hitting about $3.0 bln after a $2.0 bln deficit in 1Q26, bringing the 1H26 surplus to roughly $1.0 bln. This is a sharp turnaroun...

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