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.
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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.
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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.
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Country Insights
The STF should hear the criminal case involving Congressman Eduardo Bolsonaro today, Paulo Gonet rejected Vorcaro’s second plea bargain, and Zé Trovão submitted his report on the Freight Transportation MP
The First Panel of the Supreme Federal Court (STF) is scheduled to hear today the criminal case involving former Congressman Eduardo Bolsonaro (PL) and political commentator Pau...
Ecuador after two and a half years of Noboa
President Noboa did not inherit an easy country to run. Creeping political instability during the year and a half of President Guillermo Lasso’s government, ending in his dismis...
Peru elects Keiko Fujimori as its next president
This report is devoted to analyzing the outcome of the second-round runoff presidential election, in which candidates Keiko Fujimori (KF) of Fuerza Popular (FP) and Roberto Sánc...
"Fiscal time bomb" proposals worry the government and other weekly topics
President Lula is attending the G7 meeting in France. Senate President Davi Alcolumbre may refer the proposal to end the 6-on-1 work schedule to the Senate Constitution and Just...