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.
Country Insights
In dire straits
The fears of the political analyst regarding sudden early elections, i.e., sometime in 2027, have faded, as Erdogan’s unofficial spokesperson insisted on 16 April 2028, while C...
GULF WEEKLY: Midterms reshape the war outlook, Saudi deficit expands, ADNOC signs LNG deals
A skimmable summary overlaid with our analysis and links. Headlines: * The stronger-than-expected Democratic midterm victory raised pressure on Trump to end the Iran war. * ...
Property hasn't reached a bottom — timber and China's economy
A spike in demand for timber imports in August raised questions among some funds that China’s property market had reached a bottom. After months of steady YoY declines, August l...
Political update – November 6, 2026: New paths open for Eisenkot, but forming a government remains a long way off
Following the October 27 elections, Eisenkot is expected to receive the mandate to form a government, backed by recommendations from 67 Knesset members but without a clear coali...