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.
Argentina
Domingo Cavallo Former Economy Minister and Central Bank President
Argentina
Joaquin Cottani Former Economy Secretary
Brazil Economics
Alexandre Schwartsman Former Central Bank Deputy Governor
Brazil Economics
Cristina Pinotti Former Chief Economist, DIVESP
Brazil Politics
Murillo de Aragão Founder, Political Consultancy Arko Advice
Brazil Politics
Cristiano Noronha Partner, Political Consultancy Arko Advice
Caucasus / Central Asia
Ivan Tchakarov Former Investment Bank Chief Economist
Central America
Felix Delgado Former General Manager, Central Bank
Central America
Fernando Naranjo Former Finance Minister
Chile
Andrés Velasco Former Finance Minister
Chile
Igal Magendzo Former Manager of Macro Analysis, Central Bank
Chile
Robert Funk Former President, Political Science Association
China Advisory
Andrew Collier Former President, Bank of China International USA
China Financial
Michael Pettis Former Professor of Finance, Peking University
CIS Politics
Alexei Panin Co-Managing Director, Urus Advisory
CIS Politics
Alex Teddy Co-Managing Director, Urus Advisory
Colombia
Andrés Escobar Arango Former Deputy Finance Minister
Colombia
Mauricio Santa Maria Former President of ANIF, Planning Minister
Dominican Republic
Magdalena Lizardo Former Adviser, Ministry of Economy, Planning and Development
Ecuador
Magdalena Barreiro Former Finance Minister
Gulf Countries
Justin Alexander Former Economic Advisor, Qatar Finance Ministry
Hungary
Istvan Racz Former Director, Central Bank
India
Susan Thomas Council on Financial Sector Competitiveness, Ministry of Finance
Indonesia
Cyrillus Harinowo Former Director Central Bank
Israel
Sani Ziv UN Economic Consultant
Jamaica / Bahamas
Keith Collister Former Advisor, National Planning Summit
Kazakhstan
Evgeny Gavrilenkov Former Investment Bank Chief Economist
Mexico
Mauricio González Former Director of Economic Policy, Finance Ministry
Mexico
Guillermo Valdés Former Director, Center of Investigation & National Security
Mexico
Francisco González Economic Consultant, GEA Grupo de Economistas
Mexico
Francisco González Economic Consultant, GEA Grupo de Economistas
Nigeria
Kingsley Moghalu Former Deputy Governor, Central Bank
Panama
Marco Fernandez Former Economic Advisor, Ministry of Planning
Peru
Alfredo Thorne Former Minister of Economy and Finance
Poland
Jan Hagemejer Central Bank Division Chief
Poland
Artur Radziwill Former Deputy Finance Minister
Philippines
Diwa Guinigundo Former Central Bank Deputy Governor
Russia Economics
Evgeny Gavrilenkov Former Investment Bank Chief Economist
South Africa
Iraj Abedian Former Member, President’s Panel of Economic Advisors
Turkey
Murat Ucer Former Advisor, Economy Ministry and Central Bank
Turkey
Atilla Yesilada Former Director, Egebank Global Research
Ukraine
Dmytro Boyarchuk Executive Director, CASE-Ukraine
Ukraine
Vladimir Dubrovskiy Former Advisor, State Property Fund
Venezuela
Ruth Krivoy Former Central Bank President
Venezuela
Tamara Herrera Former Advisor, Banking Industry Association
Mexico
Mariano Ruiz-Funes Former Director of Financial Policy, Ministry of Finance
Czechia
Artur Radziwill Former Deputy Finance Minister
Czechia
Jan Hagemejer Former Central Bank Division ChiefCountry Insights
A bit too sanguine, a bit too soon
The CBRT released its fourth and final Inflation Report of the year today. The Bank raised its end-2026 inflation forecast from 28% in the previous report --and 28.4% in the Med...
The Senate floor should vote on the fiscal adjustment package, the Finance Ministry stated that Tax Reform will remain on schedule, and the crisis at the Federal Police regarding the Banco Master case continues
The Senate floor is expected to vote today on Complementary Bill (PLP) 299/2026. The bill was introduced by Jaques Wagner and is being reported by Eduardo Braga, who is also the...
Russia: a brief market watch
The ruble slipped slightly at the start of November following Minfin’s announcement to ramp up hard currency purchases for the National Wealth Fund under the fiscal rule. Author...
Four shocks and a funeral
The Minutes of last week´s Copom meeting reinforces the mismatch between the diagnosis of the inflation outlook and the monetary policy reaction, which was already present in th...