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

BYD's Bold Move Could Open It Up to New Markets. But Is the Stock a Buy?

2026-08-04 17:30 • The Motley Fool Mixed Axe Cap view: Selective

Chinese EV maker BYD launched its Racco minicar in Japan's challenging minicar market, demonstrating its competitive advantages including rapid product development (2+ years vs. industry standard 48-72 months), vertical integration (70% in-house components), and aggressive international expansion strategy. The successful penetration of Japan's domestically dominated market could signal BYD's ability to capture market share globally and potentially overtake Toyota within five years.

Axe note: BYD’s rapid expansion and product edge in Japan hint at a rising challenger to incumbents like Toyota.

Boeing's 737 MAX 7 Was Supposed to Be Flying in 2019. The FAA Certified It Monday.

2026-08-04 17:18 • The Motley Fool Positive Axe Cap view: Selective

The FAA finally certified Boeing's 737 MAX 7 on Monday, seven years after the original 2019 target. The certification clears the way for Boeing to deliver approximately 30 completed aircraft in storage. While the approval is significant for unlocking revenue, the stock's 8% rally was also driven by cheaper oil and a BNP Paribas upgrade. The analyst suggests most of the positive impact is already priced in, with meaningful revenue impact expected in 2027.

Axe note: FAA’s green light for Boeing’s 737 MAX 7 clears a delivery logjam but local impact remains long-term.

Palantir Soars 27% and Caterpillar Helps Lift the Dow 800 Points

2026-08-04 17:13 • The Motley Fool Positive Axe Cap view: Selective

Major stock indexes rallied on Tuesday driven by strong earnings reports. Palantir Technologies surged 27% on faster-than-expected AI platform adoption by commercial customers, while Caterpillar jumped 6% after crushing Q2 estimates with 17% revenue growth. Semiconductor stocks broadly recovered from July's selloff, with the iShares Semiconductor ETF gaining 6.3%. The Dow rose 1.5% (800 points), Nasdaq gained 1.9%, and S&P 500 added 1.3%, with participation from 22 of 30 Dow components.

Axe note: Strong US AI and industrial earnings push tech and cyclicals higher, with mixed impacts on the rand and JSE.

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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