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Clear market notes built around the JSE, the rand, and what matters locally.

Axe Capital Trading News shares simple market takes on the stories moving South African shares, the rand, and a handful of major currency pairs.

Coverage focus:

1. JSE shares, South African companies, and the local knock-on effects of big market news.

2. The rand, interest rates, and a small group of forex pairs, with USD/ZAR at the centre.

3. Global stories only when they can actually change how a local investor might act.

Latest Finance Headlines

Missed Out on Sandisk's 580% Rally? Here Are 3 Chip Stocks You Can Buy Now.
2026-07-18 05:10 The Motley Fool Positive Axe Cap view: Selective

Despite Sandisk's 580% rally in 2026, analyst recommends three chip stocks as smart buys: Sandisk, Micron Technology, and Nvidia. The memory chip shortage is expected to persist beyond 2027, benefiting memory producers. Nvidia trades at an unusually low 23.7x forward P/E ratio despite 85% revenue growth and expected 42% growth in 2027, presenting a potential undervaluation opportunity.

Axe note: After Sandisk’s explosive gains, consider local angles on the global chip shortage story.

Some of Berkshire's Newest Bets Aren't American. Greg Abel Bought 3 Japanese Trading Houses Last Quarter.
2026-07-18 04:19 The Motley Fool Positive Axe Cap view: Selective

Under new CEO Greg Abel, Berkshire Hathaway has increased its stakes in three Japanese trading houses—Mitsubishi, Sumitomo, and Marubeni—during Q2 2026. Berkshire's combined five trading house positions, worth $35.4 billion (up from $23.5 billion a year prior), generate $862 million in annual dividends and are funded with cheap yen-denominated debt at 1.2% interest, creating an attractive 5.6% yield on original cost.

Axe note: Greg Abel’s Japan move shows smart capital allocation, but South African exposure is limited.

3 Undervalued Dividend Stocks You Can Buy and Hold Forever
2026-07-18 03:35 The Motley Fool Positive Axe Cap view: Selective

The article discusses three undervalued dividend stocks suitable for long-term buy-and-hold investing strategies. It emphasizes that investing in dividend stocks is an excellent way to generate passive income and requires a different mindset compared to short-term trading.

Axe note: A look at three undervalued dividend stocks offering steady income and growth, suitable for long-term investors.

Focus Areas

We keep the focus on JSE shares, the rand, and the currency moves that matter most to South African investors.

Market notes