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.
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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

Politics: A coming deluge of court cases over electoral laws
MEXICO - Report 30 Jan 2023

A major showdown is shaping up over President López Obrador’s pending reforms to the country’s electoral laws. With the Senate expected in early February to put the finishing to...

What is the Best Fiscal Risk Premium Measure: Exchange Rate, Stock Market Index or Yield Curve?
BRAZIL ECONOMICS - Report 30 Jan 2023

The absence of a fiscal framework results in a risk premium that is manifested in the prices of assets, such as the exchange rate, stock prices and the position and slope of the...

Inflation is a challenge for the Lula government and other weekly topics
BRAZIL POLITICS - Report 30 Jan 2023

The Legislative and Judicial branches resume activities. Elections in the House and Senate are at the center of the political world. Arthur Lira (PP-AL) and Rodrigo Pacheco (PSD...

A record rise in car exports
INDONESIA - Report 30 Jan 2023

The Indonesian economy posted an encouraging result for Q3 2022 with GDP growth of 5.72%, significantly higher than 5.44% achieved in the previous quarter. One of the main contr...

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