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

The new leadership of the Legislative Assembly will be headed by a last-minute surprise candidate, Jorge Herrera, who defeated the favorite backed by José Raúl Mulino and Ricardo Martinelli and the PRD party.
PANAMA - In Brief 01 Jul 2025

Context ahead of a key session in the Assembly Every year, on July 1st, the Legislative Assembly elects its presidents and vice presidents for a one-year term. The person who pr...

Argentina ordered to surrender its 51% stake in YPF
ARGENTINA - In Brief 01 Jul 2025

Yesterday, Judge Loretta Preska from the Southern District Court of NY ordered the Government of Argentina to surrender the 51% stake it has in YPF, the national oil company, to...

Hugo Motta stated that the vote to overturn the IOF tax hike had support from both the right and the left, the House may vote on an urgent status request for another tax bill, and the import tax on electric vehicles will increase
BRAZIL POLITICS - Report 01 Jul 2025

The President of the Lower House, Hugo Motta (Republicanos-PB), stated that the vote to overturn the IOF tax hike included support from both right- and left-wing deputies. He cr...

Maduro calls for peace—with one eye on opportunity
VENEZUELA - Report 01 Jul 2025

It is too soon to predict the impact of the Iran–Israel ceasefire announced by President Trump on June 23. In any case, developments in the conflict point to a geopolitical real...

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