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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

2 Brilliant Stocks to Buy in October and Hold Forever
2026-09-30 08:32 • The Motley Fool Positive Axe Cap view: Selective

The article recommends Walmart (WMT) and Waste Management (WM) as long-term buy-and-hold stocks due to their recession-resistant business models. Walmart has raised its full-year outlook with strong e-commerce growth and expanding high-margin advertising and membership businesses. WM benefits from predictable trash collection demand and has increased its dividend for 23 consecutive years while generating strong free cash flow.

Axe note: Consider Walmart for its booming e-commerce and Waste Management for steady cash flow.

Microsoft Stock Has Grown Roughly 14-Fold Since Satya Nadella Became CEO in 2014, a 23% Annual Growth Rate That Ended 14 Years of Negative Growth. Can That Pace Continue Under Heavy AI Spending?
2026-09-30 08:14 • The Motley Fool Positive Axe Cap view: Selective

Under CEO Satya Nadella's leadership since 2014, Microsoft stock has surged 14-fold with a 23% annual return, transforming the company into a cloud computing powerhouse through Azure. While AI investments and heavy spending on data centers pose concerns about future growth sustainability and free cash flow, the article argues Microsoft is well-positioned to benefit from AI adoption with predictable returns from long-term contracts and $678 billion in contracted revenue, potentially supporting continued ~20% annual earnings growth.

Axe note: Microsoft's remarkable growth under Nadella is tied to AI but raises questions for South African investors.

The Stock Market Is Going to Soar, According to Wall Street. Here’s What Investors Should Do.
2026-09-30 08:12 • The Motley Fool Positive Axe Cap view: Selective

Wall Street analysts project the S&P 500 will surge 21% to 9,275 over the next year, driven by strong corporate earnings growth of 32% in 2026, particularly from AI infrastructure spending. The article recommends investors consider buying low-cost S&P 500 index funds like the Vanguard S&P 500 ETF, citing Warren Buffett's endorsement and the difficulty of beating the index even for professional fund managers.

Axe note: Wall Street's AI-driven surge in the S&P 500 offers a chance to rethink local exposure but watch the rand.

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