E-Treasury
@etmanalytics Signing off for 2014. A fascinating year for markets and economies. 2015 promises to be even more interesting. Happy holidays to all.
@etmanalytics We estimate SA structural GDP potential is 15% higher than current if Eskom shortages get fixed. But reform and then catch-up will take time
@etmanalytics US CPI shows zero consumer price inflation since June 2014. Similar periods of flat prices preceded QE2 & QE3. Yellen hates a flat CPI.
@etmanalytics Despite the hubris, America is still structurally and cyclically fallible. http://t.co/ksQasNQiAc
@JavierBlas2 #Africa currencies coming under pressure as the US dollar surges - excellent chart from @etmanalytics http://t.co/uZhybirN03
@etmanalytics Of course this means that the SA infrastructure crisis will have to worsen before it improves. Are you ready? (2/2)
@etmanalytics ETM view remains that privatisation of state assets is inevitable & will be driven not by ideology but by necessity as they fail. (1/2)
@etmanalytics Curtailing of SA govt wage bill growth will free up funds to pour into broken parastatals. Budget impact negligible at best. #fiscalquagmire
@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.
ETM Analytics
COMPANY HISTORY

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.

WHAT WE DO

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.