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 - Venezuela: The road ahead...
Thursday, July 30, 2026 at 10:00AM
Time: 10:00AM - 11:00AM (EDT)
Venezuela and Global Source Partners
Country Insights
Inflation can wait
We revisit the issue of the speed of inflation convergence to the target. We show that, even when the Central Bank’s inflation projections, based on the Selic rate path expected...
A Real Time Big Data poll shows Caiado narrowly leading Lula in a runoff, Flávio is struggling to secure alliances ahead of the elections, and the new 25% U.S. tariffs on Brazilian products take effect today
A Real Time Big Data poll released yesterday showed PSD candidate Ronaldo Caiado narrowly leading President Lula in a hypothetical presidential runoff, with 44% to Lula’s 43%. A...
Zelensky reshuffles military leadership as mobilization pressures mount
After a week of street protests over the dismissal of former Defense Minister Mykhailo Fedorov, President Volodymyr Zelensky replaced Commander-in-Chief Oleksandr Syrskyi with M...
Ozel finally launches New Party
It is stating the obvious, but I need to write this Market Brief to put a footnote to Turkish political history. At an emotional and defiant speech at the parliamentary caucus, ...