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.
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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.
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Budgeting and FOREX decisions in emerging markets require a deeper understanding of economic policies and their impact to mitigate risk — and capitalize on opportunities.
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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
NBU Inflation Report: a new narrative — weapons production as the growth story
The NBU has released a new Inflation Report, which marks a significant shift in tone compared to what we've seen from the central bank previously. The first point relates to the...
GULF WEEKLY: US strikes paused, Iran-Oman near Hormuz terms, UAE posts strong Q1 non-oil GDP
A skimmable summary overlaid with our analysis and links. Headlines: * Trump called off a major weekend attack on Iran after intervention from MBS and other Gulf states. * T...
Investigations into Lula’s son and former aide continue, Minister Boulos will meet with unions to discuss the end of the 6x1 work schedule, and Congress will resume activity next week
A meeting with the Ministry of Justice and the Office of the Attorney General has been scheduled to discuss the Federal Police’s autonomy to investigate allegations involving fr...
TOPIC OF THE WEEK: Pashinyan’s referendum traps—heads he loses, tails he loses more
Armenia’s newly elected National Assembly convened this week following the disputed June 7 vote. As expected, the opposition took its seats, perhaps mindful of the limited gains...