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
Geopolitical tailwinds lift Armenia’s external accounts
While Kyrgyzstan reported its full-year 2025 BoP data only last week, the rest of the CCA region already released their external accounts for the first quarter of 2026 over the ...
Russia: a brief market watch
The FX market stayed volatile, with intraday swings of three to four rubles. Despite ongoing sell-offs in the securities market, the ruble gained slightly thanks to strong expor...
The period for party conventions begins on July 20, the war between the U.S. and Iran has once again increased oil prices, and the Central Bank faces uncertainty regarding interest rates
The period for party conventions begins on July 20. The main parties with presidential candidates have already scheduled the dates of their respective conventions. Flavio Bolson...
Flávio Bolsonaro defended Pix in the USTR public hearing, there is still no agreement on the rural debt renegotiation bill, and two new presidential polls should be published today
At a public hearing held yesterday at the Office of the United States Trade Representative (USTR), Senator Flávio Bolsonaro (PL-RJ) defended suspending the proposed surcharge on...