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
CPI-inflation up in October, largely in line with expectation
The headline rate was 0.4% mom, 2% yoy, the latter up from 1.6% yoy in September. Core inflation rose to 2.1% yoy, non-fuel inflation ascended to 1.6% yoy, both up two decimal p...
Weekly Report - November 9, 2026: All political scenarios remain on the table; 2027 budget on hold; October CPI and Q3 GDP data in focus next week
Israel's inconclusive election results have complicated government formation and increased the risk of a prolonged political confrontation, potentially delaying approval of the ...
Commitment to the social agenda and other weekly topics
President Lula travels to Turkey, where he will attend COP31. He will also visit the Philippines. The Supreme Federal Court will hold a conciliation hearing on ending the six-da...
Economics: Fiscal consolidation sees no progress: the deficit isn't easing, and Pemex's problems are worsening despite support
Fiscal consolidation is not advancing toward its targets: through September, public sector borrowing requirements (PSBR) totaled MXN 959 billion (up 3% in real terms), and the p...