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

Peru: Keiko Fujimori is officially the winner of the runoff
PERU - In Brief 30 Jun 2026

Last night, Oficina Nacional de Procesos Electorales (ONPE, the office responsible for organizing the elections) and Jurado Nacional de Elecciones (JNE, the national electoral j...

Lula launched the Desenrola program for financially compliant consumers, he will launch the 2026 Harvest Plan today, and the Senate may vote on the minimum freight rate policy provisional measure
BRAZIL POLITICS - Report 30 Jun 2026

In another move aimed at boosting his popularity, President Lula yesterday launched the Desenrola Adimplentes program during an event at the Presidential Palace. The initiative ...

Politics: Justice in Mexico—the great deficit
MEXICO - Report 29 Jun 2026

Mexico's justice system faces a structural crisis of historic proportions, one that now carries direct geopolitical consequences. The US demand to extradite ten ruling-party pol...

Weekly report, June 29, 2026: Netanyahu prepares for a post-election deadlock; markets reassess geopolitical risk, AI valuations, and the upcoming Bank of Israel rate decision
ISRAEL - Report 29 Jun 2026

Executive Summary - Netanyahu's agreement with the ultra-Orthodox parties appears aimed at preserving the Likud-ultra-Orthodox bloc after the elections. With current polls p...

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