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.

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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: Macroeconomic scenarios 2026-2030 and their political determinants
MEXICO - Report 24 Aug 2026

We frame Mexico's macroeconomic outlook for 2026-2030 around four scenarios, the probabilities of which point to a predominantly adverse picture. The most likely scenario (5...

Weekly report, August 24, 2026: Nvidia boosts Israel’s GDP growth, rate cut remains a close call, Netanyahu strengthens his grip on Likud
ISRAEL - Report 24 Aug 2026

New CBS data show a widening gap between Israel’s headline GDP and domestic growth, largely reflecting Nvidia-related production abroad. We have revised our 2026 forecast, with ...

The economy and corruption threaten Lula's lead and other weekly topics
BRAZIL POLITICS - Report 24 Aug 2026

The government may submit the proposed 2027 federal budget and a provisional measure on the Selective Tax to Congress. On Friday (Aug. 28), free electoral advertising on radio a...

The Half Empty Glass
BRAZIL ECONOMICS - Report 24 Aug 2026

Gross public debt is expected to reach 83% of GDP by year-end, largely due to interest expenses. The real interest rate, however, is also a result of fiscal policy, which has af...

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