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
Lula continues efforts to reverse Flávio’s advantage in the election, the government moved forward with efforts to approve the 6x1 proposal, and Lula is expected to issue a letter to evangelical Christians
The government continues to pull out all the stops in an effort to reverse the advantage Flávio Bolsonaro (PL) held over Lula in the first round. As a reminder, the gap between ...
Economics: Household Spending Survey (ENG) 2025 provides significant findings on health spending and financial outlays
The ENG 2025 follows household spending day by day over a full year in 28,668 households. It revives the role of the former ENGASTO and addresses the seasonal bias of the ENIGH,...
IMF raises Israel's 2026 growth forecast to 4.5%
The International Monetary Fund (IMF) has raised its growth forecast for Israel to 4.5% in 2026, up from 3.5% previously. The upward revision appears reasonable given the strong...
Stability: Work in progress
Three shocks have shaped 2026. The January 3 rupture unlocked higher oil revenues under U.S. oversight. War in the Middle East drove oil prices higher. And the June 24 earthquak...