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
The Knesset approved the budget in its first reading, increasing the likelihood that it will also pass its second and third readings by March
Israel’s Knesset has approved the 2026 state budget in its first reading, by a 62-55 majority, following negotiations with ultra-Orthodox parties. The proposed budget must still...
The South African Reserve Bank starts the year by holding rates steady
Having convened for its first meeting of 2026 this week, the South African Reserve Bank’s Monetary Policy Committee (MPC) announced its interest rate decision today. Mostly in l...
Costa Rican presidency still a toss-up
Costa Rica approaches its February 1 presidential election with a tight and uncertain race, marked by high voter volatility and a fragmented political landscape. Polls place inc...
Here comes the sun
There was no surprise regarding Copom’s decision to maintain the target for the benchmark Selic rate at 15.00% per year. It was also expected that the post-meeting communication...