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.
Upcoming events
Brazil Elections - Outlook for the Runoff...
Tuesday, October 6, 2026 at 10:00AM
Time: 10:00AM - 11:00AM (EDT)
Brazil Politics and Global Source Partners
Country Insights
Weekly Report - October 5, 2026: Fuel-tax cut lowers near-term inflation; BoI set to pause; Israeli bonds outperform; election race remains tight
Israel returned from the holiday period with financial markets and the economic data calendar moving back toward normal activity. The main macro development during the holiday p...
Synthesis of the Brazilian Economy
The 2026 election for President of the Republic brought frustration to those concerned about the growing mismatch between the country's potential and the paltry results reaped d...
Politics: Morena now has its gubernatorial candidates; their selection points to changes in the balance of power within the party
Morena has completed the selection of its 17 gubernatorial candidates for 2027, and the process reveals much about the ruling party. Opinion polls, which are the formal selectio...
Russian macro: the government trims expectations of medium-term economic growth
At the end of September, the government released an updated medium-term macroeconomic outlook along with the draft 2027–2029 budget, submitting the necessary documents to the Du...