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.

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.

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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.

Country Insights

GULF WEEKLY: UAE bans trade with Iran, PIF’s profits double, Bahrain’s FX reserves recover
GULF COUNTRIES - Report 21 Aug 2026

A skimmable summary overlaid with our analysis and links. Headlines: * As the MoU deadline expired, Trump threatened secondary sanctions on countries trading with Iran. * Tr...

The PGR asked the STF to send the investigation into Lulinha to a lower court, the first presidential debate is scheduled for Sunday, and free campaign time on TV and radio will begin next week
BRAZIL POLITICS - Report 21 Aug 2026

The Office of the Prosecutor General (PGR) has asked the Supreme Federal Court (STF) to send to a lower court the investigations into the alleged involvement of Fábio Luís Lula ...

More red flags on the external payments front
PHILIPPINES - Report 21 Aug 2026

The Philippines’ external position is flashing red but not yet in crisis. The US$5.3-billion January–July BOP deficit and the decline in GIR to US$103.3 billion warrant vigilanc...

TOPIC OF THE WEEK: Uzbekistan’s fiscal reset gains traction
CAUCASUS / CENTRAL ASIA - Report 21 Aug 2026

I have in the last two weeks combed through the almost 200-page 2027-2029 Fiscal Strategy (in Uzbek only) released by the Uzbek Ministry of Economy and Finance. It has been a l...

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