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

Why Deere Stock Hit an All-Time High This Week

2026-09-05 14:35 • The Motley Fool Positive Axe Cap view: Selective

Deere & Co. stock reached a record high above $700 per share this week, jumping 10% following a strong Q3 earnings report and a $250 million increase to full-year net income guidance. CEO John May indicated that 2026 will mark the bottom of the agricultural equipment cycle, signaling the start of a recovery. Analyst Mircea Dobre maintains a buy rating and projects the stock could reach $800, representing 15% upside potential.

Axe note: Deere's record run points to a turning point in global agriculture that South African investors should watch closely.

Here's Why USA Rare Earth Is a Buy Before Its Next Earnings Report

2026-09-05 14:30 • The Motley Fool Positive Axe Cap view: Selective

USA Rare Earth is positioned for significant growth following its pending acquisition of Serra Verde, a Brazilian rare-earth mine expected to generate $550-650 million in annualized EBITDA by end of 2027. The acquisition, which should close before the next earnings report in early November, includes a 15-year government-backed purchase agreement with price protections, potentially transforming USA Rare Earth from a pre-revenue company into one with substantial cash flow.

Axe note: USAR’s acquisition of Serra Verde could reshape its cash flow trajectory and influence rare-earth supply dynamics relevant to South African miners.

There Are Only a Handful of S&P 500 Stocks That Yield Over 5%. Here's My Top Pick to Buy in September.

2026-09-05 14:25 • The Motley Fool Positive Axe Cap view: Selective

Realty Income (O) is highlighted as a top S&P 500 stock yielding 5.3%, offering reliable monthly dividend payments with 115 consecutive quarters of increases. The retail REIT owns nearly 16,000 properties globally with a stable tenant base including Walmart and Home Depot, while diversifying into gaming, industrials, and data centers. The stock remains undervalued due to negative real estate sentiment, presenting a buying opportunity before potential interest rate declines.

Axe note: Realty Income offers a rare 5.3% yield in the U.S., a setup worth watching through the USD/ZAR lens.

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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