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.

Country Insights

The 11M23 federal budget surplus narrows before the December spending spree
RUSSIA ECONOMICS - In Brief 11 Dec 2023

The Ministry of Finance reported that the 11M23 federal budget deficit narrowed to R878 bn from R1.235 trln in 10M23. The deficit’s peak was recorded in 4M23, at R3.049 trln. As...

Zelensky in Argentina
RUSSIA / FSU POLITICS - In Brief 11 Dec 2023

On December 11 Zelensky went to Argentina for the inauguration of President Milei. Milei has come out as an outspoken advocate of Ukraine's cause. Zelensky held meetings with th...

Tax Reform may be put to a vote in the plenary this week, Congress will review presidential vetoes, and the CCJ should hold confirmation hearings for Dino and Gonet
BRAZIL POLITICS - Report 11 Dec 2023

According to the rapporteur of Tax Reform in the House, Deputy Aguinaldo Ribeiro (PP-PB), the president of the House, Arthur Lira (PP-AL), intends to put the text to a vote in t...

The trajectory of listed vs. unlisted companies—the gap in performance has subsided
INDIA - Report 11 Dec 2023

Over longer time horizons, there was a broad parity between the performance of listed and unlisted companies. However, in 2012, a gap opened up between the two, with superior pe...

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