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
Webinar - Peru in 2026: Political Risks, Elections, and Economics...
Wednesday, February 18, 2026 at 10:00AM
Time: 10:00AM - 11:00AM (EST)
Peru and Global Source Partners
Webinar - Kazakhstan: Navigating oil and FX volatility...
Thursday, February 26, 2026 at 10:00AM
Time: 10:00AM - 11:00AM (EST)
Kazakhstan and Global Source Partners
Country Insights
In an interview Lula said that both Haddad and Alckmin have a role to play in São Paulo, Justice Dino ordered the suspension of “extra perks” in the public sector, and next week should be quiet as it precedes Carnaval
Yesterday, in an interview with UOL, President Lula said that both Finance Minister Fernando Haddad and Vice President Geraldo Alckmin have a role to play in São Paulo. Both hav...
Swallowing frogs, kissing the ring, and doing the responsible thing
Why did Donald Trump want to meet with Gustavo Petro in Washington? Probably because it was cheaper to scold Petro face to face; to ask for real commitment and actions that comp...
TOPIC OF THE WEEK: Uzbekistan is gingerly breaking away from the twin-deficit curse
Probably the most cited economic risks for Uzbekistan over the years have been its persistent CA and fiscal gaps. Indeed, the twin deficits ballooned from a virtual balance in 2...
Two presidential voting polls were released yesterday, Lula attended a dinner last night with congressional leaders, and the CPMI on the INSS may hear from the INSS president
Yesterday, two presidential voting polls were released, both showing similar results. A poll conducted by Meio/Ideia Big Data indicates that President Lula (PT) leads in all fiv...