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

Rate Hikes Are Back. Here Are 3 Industrial Stocks Built to Win Anyway

2026-10-06 02:15 • The Motley Fool Positive Axe Cap view: Selective

Rising interest rates and inflation are pressuring corporate margins, forcing companies to cut costs through automation. Three industrial automation leaders—Rockwell Automation, Emerson Electric, and Honeywell Technologies—are well-positioned to benefit from increased demand for automation solutions, driven by AI growth and U.S. manufacturing reindustrialization.

Axe note: Global industrial automation firms are thriving despite rising rates; here’s how to think about this theme from a South African perspective.

See all market stories →

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