• 0
  • 1
  • 2
  • 3
0 1 2 3

our services

We help professional investors protect and grow asset wealth through the following boutique services:

ETM Investment Services
  Global macro research & advisory 

Real-time market analysis
  Financial market commentary & research

Data analytics
 Bespoke data solutions

etm insights

  • @TransUnionSA Hhold debt costs accelerated in Q4 due to rising indebtedness & a 25bp rate hike. A 50bp hike in Jan 2016 to add to Hhold pressure. #CCIQ4
  • @etmanalytics Get the latest @TransUnionSA CCI report, including some ETM macro analysis - for free here: https://t.co/hJp4Lhlq5T https://t.co/UZ18aVVb07
  • @TransUnionSA Consumer credit health improved marginally in Q4 2015, but headwinds loom in 2016. #TransUnionCCI. Read report here https://t.co/SiMG2GILym
  • @TransUnionSA The #TransUnion Q4 2015 SA Consumer Credit Index (CCI) declined to 52.1 from 52.3 in Q3. #CCIQ4 https://t.co/SiMG2GILym
  • @MichaelJordaan For SA to become a nation of savers the narrative around rate increases shouldn't only focus on borrowers.
  • @etmanalytics Well done SARB. Hopefully more hikes to come. With inflation expected to get above 6%, 6.75% repo is simply not high enough.
  • @etmanalytics 2016 a critical juncture for SA. If it takes the fiscal & monetary medcine it needs, it can face down 2017+. If not, 2017+ will be rough.
  • @etmanalytics When combined with an anti-business stance, this becomes a toxic mix for business investment. #investmentstrike https://t.co/oSmIBKgW3W
  • @etmanalytics Negative real rates perpetuate previous malinvestments (low/no return capital), drive down business margins, & disincentivises lenders.
  • @etmanalytics SARB routinely claims that repo↑ = investment↓. But since low and negative real repo, corporate SA on massive investment strike.