@etmanalytics SA GDP should initially recover in h1 2015 off horrible 2014 levels, probably to around 2.5% annualised. And then growth will fall again.
@etmanalytics SA's GDP growth will be lucky to hit 1% for 2014. And this is likely the good year of the terrible triplets of 2014-2016.
@etmanalytics JSE Construction & Materials stocks. Looking ugly. Value, or value trap? http://t.co/NkbOqyQ0J3
@etmanalytics Japan now in its third official recession since the financial crisis. 1st: Q3'10 to Q2'11; 2nd: Q1'12 to Q4'12; 3rd Q1'14 to ??. #depression
@etmanalytics EZ Week Ahead: Sep trade bal (Mon); ZEW econ sentiment (Tue); Construction output (Wed); Nov PMI & Consumer conf (Thu); Draghi speaks (Fri)
@etmanalytics UK Week Ahead: Oct CPI & PPI (Tue); BoE minutes (Wed); Oct retail sales (Thu); Pub Sector borrowing (Fri).
@etmanalytics US Week Ahead: Industrial data (Mon); TIC flows (Tue); Housing data & Fed minutes (Wed); Oct CPI, Nov PMI, & home sales (Thu).
@etmanalytics SA Week Ahead: Oct CPI data (Wed) - consensus 5.9% y/y; SARB rate decision (Thu) - consensus unchanged repo 5.75%.
@etmanalytics Chinese banking sector non-performing loans at 2005 highs. Japan in recession. The Asian snare to the global economy.
@etmanalytics "the [Keynesian] multiplier concept has no basis in logic and should not be considered in policy." http://t.co/kfyBBsa5IT via @QJAEatMises
ETM Analytics

ETM was founded by directors George Glynos and Quinten Bertenshaw in 2004, initially offering real-time financial market analysis and advisory services to mostly banking and treasury clients. Client requirements have led the organic growth of the business into providing Data & Analytics Services and Investment Strategy Services.

Today ETM is a leading producer of challenging, thought provoking, and insightful economic and investment strategy ideas.  We have a proven track record of delivering quality insight and valuable interaction with a clientele that spans the globe and includes multinational corporates, fund managers, banks, brokers and financial institutions.


ETM offers integrated solutions in the following core specialty areas:

Financial Market Analysis: EMEA including South Africa, G4, sub-Sahara Africa. Our team has its finger on the pulse of global financial markets and updates clients with relevant and insightful commentary during the trading day.

Investment Strategy Services: Capital and wealth management advisory. Translating thematic market and policy analysis of South Africa, Sub Saharan Africa G4 and BRICs into cyclical and structural investment strategy for capital managers and corporate executives.  

Data & Indices: The ETM team is able to create proprietary indices and data sets for clients that have specific focus and application.  

ETM Analytics’ extensive set of proprietary analytical products and tools allow us, through consultation and interaction with the client, to provide tailor-made advisory solutions. By using proprietary analytical techniques we are able to deliver quality that is consistent and replicable.  We have extensive experience providing client solutions that are thought-leading, have real world applications, and as such create tangible value.