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 - 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
Flávio's "moderate Bolsonaro" strategy and other weekly topics
Congress resumes activity this week. In the Lower House, the government is mobilizing around the 6x1 work schedule proposal, the Mercosur–European Union agreement, and the Publi...
Trump's tariff loss and China
Trump’s loss of the right to broad control over tariffs will have a limited but important impact on China. Exports may improve marginally. Politically, the Supreme Court ruling ...
Signs of slowing economic activity and rising inflationary pressures persist
The economic policy environment is particularly challenging, given 2025’s 2.1% growth rate, and December and January y/y inflation at close to the upper limit of the 3%-5% targe...
Economics: Sheinbaum's new investment plan lacks the foundations to achieve sustainable economic growth
In early February, President Claudia Sheinbaum presented the Investment Plan for Development with Well-being, which would involve a total amount of $5.6 trillion MX pesos (close...