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.
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.
Upcoming events
Webinar - India’s Role in a Reconfigured Global Economy...
Tuesday, June 24, 2025 at 08:00AM
Time: 08:00AM - 09:00AM (EDT)
India and Global Source Partners
Country Insights
MPC: Not much new or unexpected
The CBRT/MPC maintained the policy rate (one-week repo auction rate) as well as the O/N lending and borrowing rates at 46%, 49% and 44.5%, respectively, as expected. The content...
Russia: a brief market watch
Military escalation in the Middle East has pushed oil prices higher by almost 10%. As it is next to impossible to predict the duration of the “hot stage” of the conflict forecas...
Israel’s economy at war: macro scenario amid the war with Iran
A conflict lasting several weeks is expected to cause a moderate contraction in GDP in Q2 and Q3 2025. Annual growth is projected to slow to just 0.3%. The fiscal deficit is ex...
Senator Alcolumbre read the request to establish a CPMI into the INSS scandal, Congress overturned a presidential veto that would have increased taxes, and the Central Bank will announce the Selic
The President of Congress, Senator Davi Alcolumbre (União-AP), has read the request to establish a Joint Parliamentary Committee of Inquiry (CPMI) into the INSS and authorized t...