Axe Capital Investments

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.

What you will find here:

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 market stories

Warren Buffett's Successor Greg Abel Spent $4.5 Billion Buying 1 Stock Last Quarter, and He Spent At Least $3.3 Billion Buying More This Quarter

2026-09-05 16:30 • The Motley Fool Positive Axe Cap view: Selective

Greg Abel, Warren Buffett's successor as CEO of Berkshire Hathaway, has ended two notable investment streaks. He broke Buffett's 13-quarter net stock-selling streak by purchasing $23.5 billion in equities last quarter, with Alphabet being the largest purchase at $4.5 billion. Additionally, Abel resumed share buybacks after a six-quarter hiatus, spending $4.5 billion in the second quarter and at least $3.3 billion more in July, signaling management's belief that Berkshire stock is undervalued.

Axe note: Greg Abel's sharp pivot to buying stocks and share buybacks underlines a bullish view on value in the equity market.

The Nuclear Energy Boom: Where the Industry Really Stands Heading Into 4Q 2026

2026-09-05 16:15 • The Motley Fool Mixed Axe Cap view: Selective

While global electricity demand is projected to surge 60% by 2045, creating a nuclear renaissance opportunity, the U.S. market hasn't yet capitalized on this trend. Of 77 reactors under construction worldwide, only 3 are in the Americas, with 57 in Asia. Investors seeking U.S. nuclear exposure should consider global suppliers like Cameco and Brookfield Renewable, while emerging SMR technologies from Oklo and NuScale remain high-risk ventures still awaiting confirmed commercial deals.

Axe note: Global nuclear growth is real but the direct South African equity play remains limited; patience and selective exposure are key.

Fed Chair Kevin Warsh Just Shifted the Central Bank's Entire Focus on Inflation in One Sentence

2026-09-05 16:06 • The Motley Fool Negative Axe Cap view: Selective

Fed Chair Kevin Warsh has signaled a stricter approach to inflation control, emphasizing that price declines must occur 'at sufficient speed' rather than just declining gradually. This statement leaves the door open for potential rate hikes and threatens the valuations of AI-driven stocks that have fueled the recent bull market, as higher borrowing costs could slow data center expansion and force a rerating of growth stocks.

Axe note: The Fed’s harder stance on inflation makes expensive tech bets riskier, with clear knock-on effects for the rand and local banks.

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What we follow

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

JSE and rand