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
Politics: The repercussions in Mexico of the US intervention in Venezuela
The U.S. military intervention in Venezuela has shifted the global landscape, increasing pressure on the Mexican government to address the links between politics and organized c...
Master and Maduro: the opposition's bets and other weekly topics
President Lula (PT) will sign, this week, the 2026 Federal Budget and the bill creating the Management Committee of the Goods and Services Tax (IBS). Both texts were approved by...
Not so fast
The disinflationary process observed in 2025 was largely driven by the strong appreciation of the real and favorable food price dynamics. Going forward, the Central Bank will ha...
Macroeconomic and geopolitical developments – Weekly report, January 12, 2026
The past week was marked by the Bank of Israel’s rate cut and the market’s reaction to this somewhat unexpected move. This came alongside heightened geopolitical developments, m...