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
Oops! Inflation was down again in June
The headline rate of CPI-inflation fell marginally in June, to 1.7% yoy from the previous month’s 1.8%, defying analyst and MNB expectations of a small rise, to 1.9-2%. It looks...
Weekly report, July 6, 2026: Bank of Israel cuts rates and upgrades the macro outlook
The Bank of Israel lowered its policy rate by 25 basis points to 3.50%, in line with our expectations and market pricing. This follows previous rate cuts in December 2025, Janua...
A reduced "fiscal time bomb" agenda and other weekly topics
The Office of the United States Trade Representative (USTR) is holding a public hearing on Monday and Tuesday to hear testimony from American and Brazilian organizations regardi...
2026 ELECTIONS: The Candidates
Opinion polls on voter preferences regarding presidential candidates continue to reflect a frozen scenario between the two extremes - Lula and Flavio Bolsonaro - with the lead o...