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.

Upcoming events

Webinar - Argentina's recovery-drivers, risks and timing...

Friday, August 14, 2026 at 10:00AM

Time: 10:00AM - 11:00AM (EDT)

Argentina and Global Source Partners

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Country Insights

Lost horizon
BRAZIL ECONOMICS - Report 06 Aug 2026

Once again, there was no surprise in the decision regarding the target for the Selic rate, which, we believe, may be an important part of the current monetary policy problem. Th...

June industry, retail sales and trade data not quite as bad as it looks at first glance
HUNGARY - In Brief 06 Aug 2026

This morning's KSH report of the June industrial output and retail sales data has been assessed as unfavourable by some local analysts. This judgement is based on the fact that ...

Flávio Bolsonaro has announced Federal Congressman Alfredo Gaspar as his running mate, Lula argued that the government should lower interest rates, and Congress will hold a concentrated voting session next week
BRAZIL POLITICS - Report 06 Aug 2026

Flavio Bolsonaro has announced Federal Congressman Alfredo Gaspar (PL-AL) as his running mate. Gaspar is from Brazil's Northeast and served as the rapporteur of the congressiona...

Russia: a brief market watch
RUSSIA ECONOMICS - In Brief 06 Aug 2026

The ruble has slipped over 3% in the past two weeks - a move that might seem healthy from a macroeconomic standpoint but feels less so on the ground. Several factors could expla...

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