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

Russian macro: budgetary policy to be thriftier
RUSSIA ECONOMICS - Report 30 Sep 2025

On September 29, the government released its revised 2026-2028 macroeconomic forecast and presented to the Duma a draft federal budget for the same period. While this year’s eco...

A misquoted statement by PM Orbán, on alleged spy drones in Ukraine's airspace
HUNGARY - In Brief 30 Sep 2025

A few days ago, President Zelenskyy accused Hungary of sending a spy drone into Ukrainian airspace on two occasions, both observed on September 26. The General Staff of the Arme...

Essential CIS Politics: October 2025
RUSSIA / FSU POLITICS - Report 30 Sep 2025

- Trump U-turns on Ukraine war, announces support for Ukraine’s 1991 borders. - Russia and China sign agreement on massive new gas pipeline after Putin’s visit to Bei...

Decertification is deserved – yet unlikely to do much damage
COLOMBIA - Report 30 Sep 2025

U.S. President Donald Trump has identified Colombia as a major drug transit or primary illicit drug-producing country, along with the usual suspects, among them Afghanistan, Bol...

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