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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.

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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.

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Budgeting and FOREX decisions in emerging markets require a deeper understanding of economic policies and their impact to mitigate risk — and capitalize on opportunities.

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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.

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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.

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Country Insights

Israel’s war economy – economic outlook following the Iran strike
ISRAEL - In Brief 14 Jun 2025

On June 13, 2025, Israel launched a major military operation inside Iranian territory, targeting nuclear sites, missile launch infrastructure, and senior military command center...

As inflation breaks the 2% psychological mark, the government explains how it will accumulate reserves without losing control of the money supply
ARGENTINA - In Brief 13 Jun 2025

This week ended on two positive notes. Yesterday, INDEC reported that May inflation was 1.5% m/m, down from 3.7% in March and 2.8% in April. The low print benefited from a reduc...

GULF WEEKLY: Israeli strikes on Iran cause major damage, Saudi Q1 GDP revised up, Oman’s tourist numbers decline
GULF COUNTRIES - Report 13 Jun 2025

A skimmable summary overlaid with our analysis and links. Headlines: *Israel's strikes caused major damage to military and nuclear sites and killed senior leaders. *Oil, hov...

The House is expected to vote on a legislative decree that revokes the President’s decree on the IOF tax, allies are distancing themselves from the government, and there is a holiday next week in Brazil
BRAZIL POLITICS - Report 13 Jun 2025

The Lower House sent a strong message to the government: it scheduled a vote for next Monday on a legislative decree that revokes the president’s decree on the IOF tax. It is al...

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