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
Economics: Macroeconomic scenarios 2026-2030 and their political determinants
We frame Mexico's macroeconomic outlook for 2026-2030 around four scenarios, the probabilities of which point to a predominantly adverse picture. The most likely scenario (5...
Weekly report, August 24, 2026: Nvidia boosts Israel’s GDP growth, rate cut remains a close call, Netanyahu strengthens his grip on Likud
New CBS data show a widening gap between Israel’s headline GDP and domestic growth, largely reflecting Nvidia-related production abroad. We have revised our 2026 forecast, with ...
The economy and corruption threaten Lula's lead and other weekly topics
The government may submit the proposed 2027 federal budget and a provisional measure on the Selective Tax to Congress. On Friday (Aug. 28), free electoral advertising on radio a...
The Half Empty Glass
Gross public debt is expected to reach 83% of GDP by year-end, largely due to interest expenses. The real interest rate, however, is also a result of fiscal policy, which has af...