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 - Turkey: What's in store in 2025?...
Thursday, February 6, 2025 at 10:00AM
Time: 10:00AM - 11:00AM (EST)
Turkey and Global Source Partners
Webinar - Mexico: North America Trade War: Implications for Mexico...
Thursday, February 13, 2025 at 10:00AM
Time: 10:00AM - 11:00AM (EST)
Mexico and Global Source Partners
Country Insights
The framework for the income tax exemption is ready according to Haddad, the TCU approved an urgent audit into the management of Previ, and the STF is scheduled to rule on a case against three PL party members
According to Finance Minister Fernando Haddad, the compensation framework for the bill that exempts individuals earning up to R$5,000 from income tax is ready. The bill is expec...
Waiting for the Fund
Discussions between the IMF and Argentina on the new Extended Facilities Agreement (EFF) that will replace the one that just expired seem to be on track. It is not unreasonable...
Poor December figures for industry and retail sales, not entirely consistent with Q4 GDP flash estimate
Industrial output fell 1.8% mom, 5.7% yoy in December, the latter after -2.8% yoy in the previous month. Q4 was down 4.1% yoy, full-year 2024 was a decrease of 3.5%, after -4.7%...
Growth performance updates for 2024. Has inflation been slowing down? A harsh review from the OECD.
(Some) data for 2024 are available Statistics Poland has recently produced a flash estimate of GDP and some of the GDP components for the whole year. This clears some of the unc...