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
Kazakhstan Macro: Inflation to Decelerate Slowly As Economy Remains Overheated
Despite various challenges, the Kazakh economy has been performing well in recent years, and 2025 is expected to be another good year as economic growth is reportedly accelerati...
GULF WEEKLY: Oil drops and equities rebound as Iran war ends, Oman finalizes personal income tax, Kuwait moves towards bond issuance
A skimmable summary overlaid with our analysis and links. Headlines: * Qatar intercepted Iranian missiles and then helped mediate a ceasefire with the US and Israel. * This ...
Webinar replay - India’s role in a reconfigured global economy
Can India seize upon the opportunities created by global trade reconfiguration? How will technological developments like AI impact Indian GCCs and services? How will the domesti...
Bracing for impact
Costa Rica’s economic activity continues along the path set in our short-term economic outlook (see our report of April 2025), although deceleration now looks more pronounced. T...