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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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

A feasible free lunch program
INDONESIA - Report 25 Jun 2024

The Indonesian people are currently in the midst of waiting for the new government to unveil various programs that have been controversial for some time. One of the programs is ...

Beyond FDI campaigning
PHILIPPINES - Report 25 Jun 2024

The Philippine broadsheets bannered recently that the foreign trips undertaken by President Ferdinand Marcos Jr, who has virtually made his foreign trips an opportunity to condu...

The rapporteur of the LDO met with Haddad to discuss the zero-deficit target, the government is optimistic about Tax Reform, and former STF Justice Barbosa criticized Lula on social media
BRAZIL POLITICS - Report 25 Jun 2024

Yesterday, the rapporteur of the Budget Guidelines Law (LDO), Senator Confúcio Moura (MDB-RO), met with the ministers of Finance, Fernando Haddad, and Institutional Relations, A...

Economics: Aggregate demand data points to slowdown as services slow slightly and consumption of domestic goods remains stalled
MEXICO - Report 25 Jun 2024

First quarter aggregate demand and supply figures show demand expanded 2.6% yoy, down from the 3.7% pace of 2023. Private consumption, the weightiest demand component, grew 2.6%...

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