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.
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Budgeting and FOREX decisions in emerging markets require a deeper understanding of economic policies and their impact to mitigate risk — and capitalize on opportunities.
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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.
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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
Hugo Motta will meet with representatives of the FPA to discuss rural debt, the Senate may vote on the minimum freight rate policy proposal, and the USTR will hold public hearings on Brazil’s trade practices
Hugo Motta, President of the House, will meet on Tuesday (July 7) with representatives of the Parliamentary Agricultural Front (FPA) to discuss the proposal addressing rural deb...
The Philippines reclassified as an upper-middle-income country: a milestone, not the destination
The World Bank's reclassification of the Philippines as an upper-middle-income country marks an important achievement in the country's economic journey and recognizes its resili...
Omnibus closer to approval, but further from working its magic
Recent data points to further weakness in domestic activity. Mining and manufacturing explained most of the contraction, but the pace of expansion remained weak, even when these...
Poland outlook: inflation on target, demand still fragile, and "hospitalgate" adds political risk
We assess Poland’s short-term macroeconomic outlook and the emerging political risks surrounding the governing coalition. Inflation fell back to the NBP target in June 2026, mai...