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

Mexico at a Crossroads: Growth, Fiscal Strains and Trade Uncertainties...

Wednesday, September 23, 2026 at 10:00AM

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

Mexico and Global Source Partners

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Country Insights

The latest poll shows Flávio Bolsonaro numerically ahead of Lula in a runoff, Chief Justice Fachin gave Justice Mendonça 72 hours to respond to a request from the AGU, and Fachin may take over the Banco Master case
BRAZIL POLITICS - Report 09 Sep 2026

Yesterday, a voting-intention poll showed Flávio Bolsonaro (PL) numerically ahead of Lula (PT) in a runoff, with 46% to 45%, according to Nexus/BTG Pactual. The erosion in suppo...

South Africa’s growth momentum falters in Q2-2026
SOUTH AFRICA - Report 09 Sep 2026

South Africa’s quarter-on-quarter real GDP declined by 0.2% during the second quarter of 2026, following the first quarter’s 0.4% q/q increase, bringing an end to six consecutiv...

Unemployment surges as growth loses momentum
PHILIPPINES - Report 09 Sep 2026

The July 2026 labor-market data present a seemingly reassuring picture: employment remains relatively strong and unemployment is still contained. Yet beneath the headline number...

Steady growth, accelerating industry, a widening fiscal premium, and a right wing that does not need to unite
POLAND - Report 09 Sep 2026

Poland's economy shows a healthier growth mix, tilting toward investment and away from public consumption, even as inflation, unemployment, and fiscal risk all move the wrong wa...

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