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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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

CCA Highlights: Armenia boasts stellar early 2024 growth, Azerbaijan cuts rates, Georgia's outlook upgraded by Moody's, Uzbekistan sees continuing declines in gas output
CAUCASUS / CENTRAL ASIA - Report 28 Mar 2024

We comment on the key macro and political stories in the Caucasus and Central Asia: Armenia: Monthly economic indicator soars to 16.3% y/y in Feb Armenia: Budget posts large...

Haddad said he will submit proposals on Tax Reform regulations by April 15, next week will be slow due to the party window, and Congress is planning to partially override Lula’s vetoes to the Budget
BRAZIL POLITICS - Report 28 Mar 2024

Yesterday the Minister of Finance, Fernando Haddad, said once again that he will submit proposals to regulate Tax Reform by April 15. At first, he will submit bills related to c...

A sense of stability post election
INDONESIA - Report 28 Mar 2024

The Indonesian Election Committee announced on March 20, 2024, that the President and Vice President-elect from the 2024 General Election were Prabowo Subianto and Gibran Rakabu...

Manila's airports to transition from bad to good
PHILIPPINES - In Brief 27 Mar 2024

After years of being touted as one of the worst airports in the world, there might be hope for the Ninoy Aquino International Airport (NAIA). Its ill reputation is not surprisin...

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