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.
Budgeting and FOREX decisions in emerging markets require a deeper understanding of economic policies and their impact to mitigate risk — and capitalize on opportunities.
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 - Turkey: Fundamental change or business as usual?...

Thursday, April 25, 2024 at 10:00AM

Time: 10:00AM - 11:00AM (EDT)

Turkey and Global Source Partners

Webinar - Panama and Dominican Republic Elections Outlook...

Tuesday, April 30, 2024 at 10:00AM

Time: 10:00AM - 11:00AM (EDT)

Dominican Republic, Panama and Global Source Partners

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Country Insights

The government submitted the Budget guidelines bill, the regulation of Tax Reform has been postponed to April 22, and Pacheco said the complementary law on state debt will be submitted this month
BRAZIL POLITICS - Report 16 Apr 2024

The government sent the Budget guidelines bill to the National Congress yesterday, which includes the parameters of the 2025 Federal Budget. The fiscal target for next year was ...

Boluarte government weakened further; economic recovery takes off in Q1 2024; BCRP’s 25bp cut surprises markets
PERU - Report 16 Apr 2024

In this report we discuss recent political developments, with a focus on President Dina Boluarte; using high-frequency economic reports, we present our updated forecast, and arg...

Economics: US industry’s stalling trend and the super peso continue to undercut Mexico's manufacturing
MEXICO - Report 16 Apr 2024

Last week’s industrial activity report for February confirmed a continuation of its slowing trend. The construction sector remained almost the only source of growth but its pace...

Difficulties in the legislature and other weekly topics
BRAZIL POLITICS - Report 15 Apr 2024

The government submits the Budget Guidelines Bill and proposals for regulating Tax Reform to Congress. Negotiations continue around payroll tax relief for companies and municipa...

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