E-Treasury
@etmanalytics There is nothing in this data that builds any confidence that more jobs will not be lost through the remainder of 2014. SA inc struggling
@etmanalytics People putting +'ve spin on the fact that this was not a technical recession are missing the point. SA econ still shrank in real terms in H1
@George_Glynos Very clear to me that SA's quality of growth is poor. Low rates & consumption = poor quality. Need more focus on investment and production
@JanavDeventer .@etmanalytics Annual growth slows from 1.6% y/y in Q1 to a near 5yr low of 1.0% y/y in Q2 vs. post crisis peak of 3.8% y/y.
@JanavDeventer .@etmanalytics GDP underpins mounting fiscal risks. Govt. GDP estimates could be lowered to 1.8% (FinMin Nene) - still seems too optimistic
@CausticPop Even without strike activity, SA GDP still likely to have come in under 2.0% this year. Dominance of consumption contribution a big issue
@George_Glynos Primary and secondary productive sectors that SA economy needs both detracting from growth, tertiary/service & consumption sectors positive
@JanavDeventer .@etmanalytics GDP expands marginally in Q2 at 0.6% q/q ann., slightly above in-house forecast of 0.5% q/q.
@George_Glynos Q2 GDP 0.6% q/q SAAR. Well done ETM team who got very close at 0.5%. Basically SA economy barely grew in H1 2014. Mining & Manu a drag
@RussLamberti While "geopolitical tension" dominates the market narrative, quietly the US high yield bond market powder keg fuse is being lit.
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.