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etm insights

  • @RobPrice58 #USDZAR hit 14 this morning. We have been warning about this for a long time now @etmanalytics
  • @RussLamberti FYI, EM has been in a bear market since 2011. Growth, rates etc finally catching up with FX discount.
  • @solidariteit @pietleroux 2015 media reports - 45 000 retrenchments in 58 companies, 160+ more companies in process #retrenchment
  • @pietleroux Labour market deteriorating for 4 years now - Labour Market Index by @solidariteit and @etmanalytics #retrenchments http://t.co/W4uri7vMkq
  • @etmanalytics "For China-exposed investors, return expectations may need to be downgraded and hedged due to yuan vulnerability." ETM Analytics, Feb 2015
  • @etmanalytics In a Mar'14 note to clients called 'Fallacy of the Chinese Growth Miracle' we set out the case for yuan depreciation. Case is still intact.
  • @etmanalytics In July 2013 we penned a note to clients called "The Emerging Failure of the BRICs Model." This view more than vindicated in the past 2yrs.
  • @etmanalytics Big news today is China has devalued the yuan by 1.9%. More to come as China's horrible fundamentals take hold. http://t.co/kGHUWQVhqN
  • @RussLamberti Consumer credit health recovery stalled in Q2. Next move likely lower. It's getting rough out there in the SA econ. https://t.co/zncg7uG9rS
  • @TransUnionSA Access the full CCI Q2 2015 report here http://t.co/vZGFiEOGsr. #CCIQ2 #TU http://t.co/ooDPJIrQZx