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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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
Fujimori to become the next president
We are the final leg of Oficina Nacional de Procesos Electorales (ONPE, the office responsible for organizing the election) vote counting and the odds of Keiko Fujimori becoming...
The Mencken theorem
The persistence of high interest rates has led to proposals to raise Brazil’s inflation target, currently set at 3%. It is argued that, due to inflation inertia, still a legacy ...
South Africa records its sixth consecutive quarterly growth in Q1-2026
Real quarterly GDP increased by 0.5% q/q in the first quarter of 2026, following an expansion of 0.4% q/q during the fourth quarter of 2025. This, meanwhile, represents the sixt...
Another turn in the war: disrupted Russian frontline logistics and blockade of the land corridor to occupied Crimea
The war has taken another turn, and this time clearly in Ukraine's favor. Ukrainian forces have expanded their medium-range drone strike capabilities to the point where this ins...