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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.

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

Prediction: Under Greg Abel, Berkshire Hathaway Will Hold This Warren Buffett Stock for Decades for This Remarkably Simple Reason
2026-07-29 08:34 The Motley Fool Positive Axe Cap view: Selective

American Express is positioned as a long-term core holding for Berkshire Hathaway under new CEO Greg Abel due to its ability to attract younger generations through competitive rewards programs. The company generates $19.68 billion in merchant discount revenue, which funds $9.94 billion in card member rewards, creating a sustainable ecosystem with 155.1 million cards in force and double-digit revenue growth guidance for 2026.

Axe note: Berkshire Hathaway’s long-term hold on American Express highlights durable growth that resonates well beyond the US.

122,000 Reasons to Believe This Turnaround Story Stock Will Soar
2026-07-29 08:15 The Motley Fool Positive Axe Cap view: Selective

Stellantis' North America region showed strong momentum with 122,000 units of shipment growth in Q2, driven by new vehicle launches including Ram and Jeep models. The company is investing $70 billion globally with 60% focused on North America to drive a turnaround. However, much of the shipment spike was due to inventory buildup ahead of planned factory shutdowns, while actual U.S. retail sales grew only 6%, suggesting the growth may be partially inflated.

Axe note: Stellantis is investing heavily in North America, but shipment spikes may mask real sales growth.

Should You Buy This Monster Growth Stock Before Its 2-for-1 Stock Split Takes Effect on Aug. 11?
2026-07-29 08:08 The Motley Fool Negative Axe Cap view: Selective

Monster Beverage is undergoing a 2-for-1 stock split on August 11, 2026, its seventh split since 1988. While stock splits don't change shareholder value, the article cautions that Monster shares appear overvalued with a forward P/E ratio of 41, above its five-year average of 31, suggesting investors should think twice before buying.

Axe note: Monster’s upcoming 2-for-1 split tempts investors, but rich valuation warns caution.

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