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.
Upcoming events
Webinar - Venezuela: The road ahead...
Thursday, July 30, 2026 at 10:00AM
Time: 10:00AM - 11:00AM (EDT)
Venezuela and Global Source Partners
Country Insights
Weekly report, July 13, 2026: June CPI in focus; inflation to ease to 1.7%; fiscal data surprise to the upside
Key headlines: - The June CPI will be published on Wednesday. We expect inflation to remain unchanged on the month (0.0% m/m), thus lowering annual inflation to around 1.7%,...
Our Take on the Ministerial Commission's Update on Cobre Panama
The government’s latest update confirms that the decision on Cobre Panamá will extend through the end of 2026, ruling out a formal reopening this year and reinforcing the govern...
Economics: The USMCA—complex, recurring negotiations amid recent sensitive trade imbalances
On July 1, Mexico, the U.S., and Canada announced that the USMCA will remain in effect through 2036 (rather than through 2042, as Mexico and Canada had proposed), with annual re...
A second round in the power fight between Tisza and Fidesz
Earlier today, Tisza’s parliamentary supermajority approved a constitutional amendment, to oust the President, get rid of the head of the Constitutional Court (and three other j...