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
South Africa’s Budget 2025 uncertainty continues
The turbulence surrounding South Africa’s 2025 Budget has shown no signs of easing. Initially postponed from its traditional February slot to March 12—marking an unprecedented d...
Mexico Macro Monitor: Q1 2025 GDP maintains slowdown trend, growing just 0.6% YoY according to timely figures
Q1 2025 GDP maintains slowdown trend, growing just 0.6% YoY due to industrial contraction and weakening servicesAccording to timely figures from INEGI, Mexico’s GDP in Q1 2025 p...
The União Progressista merger party has been formed, and Congress should resume at full speed next week
Yesterday, April 29, the União Brasil and Progressista Party (PP) formally launched a party federation, signaling support for the opposition despite both parties' holding minist...
After Trump's tariffs
The world was shaken by the tariffs imposed by US President Trump. While they may take time to be fully implemented (if they are fully implemented) the news has hit exporters ar...