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.
Upcoming events
Webinar - Caucasus and Central Asia: Political Passions in the South Caucasus...
Thursday, July 24, 2025 at 10:00AM
Time: 10:00AM - 11:00AM (EDT)
Caucasus / Central Asia and Global Source Partners
Country Insights
GULF WEEKLY: Qatar and Abu Dhabi GDP strong in Q1, Saudi current account returns to surplus, Oman Air joins oneworld
A skimmable summary overlaid with our analysis and links. Headlines: * Oil recovered to around $69, despite expectations of another OPEC+ hike. * The Iran ceasefire held, bu...
Russia: a brief market watch
The FX market remains stable, as the ruble hovers close to R/$78 for some time. It looks as though the ruble demonstrated some immunity to various domestic and external factors....
Downgrades and deficits will be Petro’s legacy
Rumors began spreading last month that the government wanted to suspend the fiscal rule, not due to a true macroeconomic emergency, but because of a soaring deficit driven by th...
The economy will likely avoid technical recession as May statistics look better
A few weeks ago, Rosstat reported that in 1Q25, the nation’s seasonally adjusted GDP contracted by 0.6% Q-o-Q. This publication fueled speculation about Russia's entering a rece...