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
Disinflation with friction
Thanks to record foreign exchange sales of $1.047 billion, in March 2026, inflation slowed to 13.1 percent from 14.6 percent in February. The strong forex sales helped ease exch...
José Guimarães is the new Minister of Institutional Relations, Lula said he will submit a bill this week abolishing the 6x1 work schedule, and two new presidential polls are set to be released today
President Luiz Inácio Lula da Silva has appointed Congressman José Guimarães as Minister of the Secretariat of Institutional Relations. He replaces Gleisi Hoffmann, who will ret...
Webinar replay: Peru first round results - What's next?
Visit our calendar page to watch the replay of webinar featuring GlobalSource Partners' Peru Analyst Alfredo Thorne discussing what the results of Peru's first round of election...
Economics: Inflation in March 2026 rose again due to an increase in non-core inflation and the persistence of core inflation
Consumer inflation in March stood at 4.59% annually, up from 4.02% in February. The increase was driven primarily by a sharp rise in the non-core component, which reached 5.05%....