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.
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
Economics: Third-quarter aggregate demand figures reflect weak private consumption and a deep contraction in fixed investment
On Friday, December 19, the aggregate supply and demand figures for the third quarter of 2025 were released. They show that aggregate demand (equal to supply) grew by 1.0% YoY a...
Election risk in the spotlight; economy to grow by 3.2% in 2025, and 3% in 2026; BCRP likely to extend its policy pause through April
In this report, we discuss our most recent forecasts. We first elaborate our political scenarios, and argue that there’s a downside risk in the run-up to first-round national el...
Sharp economic slowdown; health insurance corruption case poses political test for Abinader government
The economy is experiencing a marked slowdown in activity, with y/y growth virtually stagnant in October (at 0.2%), and clear signs of labor market cooling. This is unfolding am...
Government advances political inquiry into October 7 as families demand state commission
Israel’s Ministerial Committee for Legislation approved on Monday a proposed law by MK Ariel Kallner (Likud), backed by Prime Minister Benjamin Netanyahu, to establish a politic...