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
Peru First Round Results - What's Next?...
Monday, April 13, 2026 at 10:00AM
Time: 10:00AM - 11:00AM (EDT)
Peru and Global Source Partners
Country Insights
GULF WEEKLY: Smelters and tankers struck, Fitch puts Qatar and RAK on RWN, Qatar and Dubai stimulus packages
A skimmable summary overlaid with our analysis and links. Headlines: * Hopes for peace talks receded, and Trump's statements imply escalation, then unilateral withdrawal. * ...
Better than expected headline, tough road ahead
Consumer prices rose by a somewhat lower than expected 1.9% in March, with the 12-month rate declining to just under 31%, from 31.5% in February. Monthly PPI inflation was 2.3% ...
Russia: a brief market watch
Volatility on the FX market increased dramatically in the past two weeks (10-day volatility jumped from 6-8% month ago to over 20% as of now). On the back of strong oil prices, ...
TOPIC OF THE WEEK: Dancing on a fault line-Armenia heads to the polls
With two months to election day, three key opposition centers of gravity have formed that stand reasonable chances of making it through the National Assembly, although, by law, ...