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.
Upcoming events
Webinar - Argentina's recovery-drivers, risks and timing...
Friday, August 14, 2026 at 10:00AM
Time: 10:00AM - 11:00AM (EDT)
Argentina and Global Source Partners
Country Insights
June industry, retail sales and trade data not quite as bad as it looks at first glance
This morning's KSH report of the June industrial output and retail sales data has been assessed as unfavourable by some local analysts. This judgement is based on the fact that ...
Flávio Bolsonaro has announced Federal Congressman Alfredo Gaspar as his running mate, Lula argued that the government should lower interest rates, and Congress will hold a concentrated voting session next week
Flavio Bolsonaro has announced Federal Congressman Alfredo Gaspar (PL-AL) as his running mate. Gaspar is from Brazil's Northeast and served as the rapporteur of the congressiona...
Russia: a brief market watch
The ruble has slipped over 3% in the past two weeks - a move that might seem healthy from a macroeconomic standpoint but feels less so on the ground. Several factors could expla...
The Trump administration revoked the visa of Brazil’s ambassador to the U.S., Justice Dino authorized the opening of a new investigation into Lulinha, and Flávio Bolsonaro may announce his running mate
The Donald Trump administration revoked the visa of Brazil’s ambassador to the United States in retaliation for Brazil’s refusal last month to grant visas to two U.S. diplomats ...