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
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...
Flávio strengthens his status as favorite and other weekly topics
Next week, the Senate will conclude the five required sessions of debate on the constitutional amendment proposal that would end the 6x1 work schedule. Senate President Davi Alc...
The ball is in Flávio Bolsonaro's court
Flávio Bolsonaro is the frontrunner for the Presidency and, if elected, should count on support in Congress to pass important reforms. The market reacted well to the result, but...
Accelerating inflation leaves no room for rate cuts but could support budget revenues
With the indexation of regulated tariffs (like communal service charges and passenger transportation) postponed until October, inflation for the month could hit around 1.5% m-o-...