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
Webinar - The impact of the Iran and Ukraine Wars on the CIS...
Tuesday, June 23, 2026 at 10:00AM
Time: 10:00AM - 11:00AM (EDT)
Global Source Partners
Webinar - Colombia elections and outlook for the next administration...
Thursday, June 25, 2026 at 10:00AM
Time: 10:00AM - 11:00AM (EDT)
Colombia and Global Source Partners
Country Insights
More of the same
Public debt remains on an upward trajectory, and, given the current fiscal policy, we see no signs of reversal. Stabilizing it requires a substantial primary surplus, far remove...
CBR cuts the key rate by 25 bps, sees risks of rising inflation
The Central Bank of Russia cut the base rate by 25 bps to 14.25%, noting that while disinflation continues, it’s been uneven, with the latest weekly inflation reading above May’...
A slow week in Brasília, the investigation into Senator Jaques Wagner continues, and five new presidential polls should be published
This will be a slow week in Brasília, with reduced activity in the National Congress, due to the São João festivities and Brazil's World Cup match on Wednesday (June 24). Presid...
Politics: The 4T Government and Morena amid Latin America's political realignment
Less than two years into her presidency, Claudia Sheinbaum faces compounding vulnerabilities that point toward a difficult remainder of her term. A stagnant economy, rigid publi...