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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

Better High-Growth Stock for 2026: Amazon.com vs. Uber Technologies
2026-09-03 01:28 The Motley Fool Positive Axe Cap view: Selective

The article compares Amazon and Uber as high-growth tech investments for 2026. Amazon dominates e-commerce and cloud computing with $716.9B revenue and 10.8% net margin, while Uber has transitioned to profitability with $52B revenue and 19.3% net margin. Both companies are investing in autonomous vehicles, with Amazon's Zoox partnering with Uber's platform. The author recommends Uber as the better buy due to its lower valuation (P/E 17.2x vs 23.9x) and leadership position in global AV ride-hailing, though Amazon remains a solid portfolio addition given AWS's strong 37% YoY growth.

Axe note: Uber’s profit turnaround and valuation edge make it a more compelling bet than Amazon for growth investors eyeing 2026.

Why Figma Stock Climbed 13% in August
2026-09-03 01:15 The Motley Fool Positive Axe Cap view: Selective

Figma stock rose 13% in August despite an initial post-earnings sell-off, driven by a broad software sector recovery and strong earnings reports from peers like Salesforce. The company reported its third consecutive quarter of accelerating revenue growth (48% increase) and beat earnings estimates, though investors remain concerned about rising costs and margin compression from AI feature development.

Axe note: Figma’s 48% revenue growth highlights renewed confidence in software innovation, but South African investors need to watch local currency risks.

iShares REET vs FlexShares GQRE: Which REIT Fund Wins?
2026-09-03 00:15 The Motley Fool Positive Axe Cap view: Selective

iShares Global REIT ETF (REET) emerges as the better choice for most investors, offering superior liquidity, lower expense ratio (0.14% vs 0.45%), and stronger 1-year performance (7.5% vs 11.2%). FlexShares Global Quality Real Estate Index Fund (GQRE) appeals primarily to income-focused investors with its higher dividend yield of 4.3% versus 3.4%, though it carries higher volatility and lower historical returns.

Axe note: iShares REET offers better liquidity and cost-efficiency for South African investors, while FlexShares GQRE targets income with higher yields but more risk.

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