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
We entered the New Year, now exit quickly
Greetings from a planet that makes no sense and harbor few intelligence specimens, Earthlings. In the short span of a couple of weeks during which our team took a breather from ...
Benign headline, same underlying challenges
December CPI inflation came in at 0.9%, m/m, broadly in line with expectations yet marginally lower than ours, with the 12-month rate ending the year at 30.9%, down from 31.1% i...
An econ-only start to the New Year
As our politics author is dealing with a nasty flu, this is an econ-only weekly. He will provide his update in the next few days. Growth indicators that are now available for...
Ready for a year of two halves?
In this last quarterly/forecast report of the year, we provide a quick overview of the macroeconomics of 2025 and share our preliminary baseline scenario for 2026, the latter in...