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.
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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.
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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
Mexico at a Crossroads: Growth, Fiscal Strains and Trade Uncertainties...
Wednesday, September 23, 2026 at 10:00AM
Time: 10:00AM - 11:00AM (EDT)
Mexico and Global Source Partners
Country Insights
The deadline for RRF (and cohesion funds) conditionality expires today
At stake is €16.4bn, of which RRF is €10bn, two-thirds in grants and the rest in loans. All conditions are to be met and all utilisation of the RRF needs to be completed by the ...
Politics: Rocha Moya and the conflict at the top of Morena and the 4T as a whole
Rubén Rocha Moya's abrupt and short-lived return to Sinaloa's governorship, followed within 33 hours by a second, indefinite leave of absence, exposed a serious rift at the top ...
A week of concentrated legislative effort in Congress, President Lula to have dinner with business leaders and bankers tonight, and five polls should be released this week
This will be a week of concentrated legislative effort in Congress, with several bills of interest to the administration on the agenda, including the repeal of the “small-packag...
Wanted: stronger forward guidance
The BSP’s 25-basis-point rate hike last Thursday was a step in the right direction, but the market’s reaction suggests that the message may not have been strong enough. The peso...