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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

Amazon.com vs. Coupang: Which Consumer Stock Is a Better Buy in 2026?
2026-08-11 21:34 The Motley Fool Mixed Axe Cap view: Selective

The article compares Amazon and Coupang as e-commerce investment options for 2026. Amazon demonstrates superior financial health with a 10.8% net margin, $3.0T market cap, and diversified revenue streams including AWS and advertising. Coupang, despite 14.1% revenue growth, struggles with a 0.6% net margin, recent data breach fallout, regulatory fines, and currency headwinds. The author recommends Amazon for long-term investors due to its scale, profitability, momentum, and lower risk profile compared to Coupang's multiple near-term challenges.

Axe note: Amazon’s scale and profits make it a safer bet than Coupang amid regional risks and operational challenges.

The U.S. Labor Market Is Weakening. These 2 Dividend Stocks Look Built to Weather a Recession
2026-08-11 21:30 The Motley Fool Positive Axe Cap view: Selective

With the July 2026 Jobs Report showing weaker-than-expected hiring and recession concerns rising, the article recommends two dividend stocks as recession-resistant investments: Johnson & Johnson and Abbott Laboratories. Both are Dividend Kings with strong core businesses in healthcare that should remain resilient during economic downturns.

Axe note: With the US labor market softening, dividend stalwarts like Johnson & Johnson and Abbott offer a defensive play worth considering alongside rand dynamics.

Block CFO Amrita Ahuja Sells 8,971 Shares for $770,000
2026-08-11 21:25 The Motley Fool Positive Axe Cap view: Selective

Block's CFO Amrita Ahuja sold 8,971 shares worth $770,000 on August 5, 2026, under a pre-planned Rule 10b5-1 trading plan established in March 2026. The sale represents only 2% of her holdings, leaving her with 454,275 shares valued at $38.25 million. The article notes this is routine portfolio management and shouldn't concern investors, highlighting Block's strong business fundamentals including 5.1% YoY revenue growth to $25 billion and 65% YoY adjusted earnings growth.

Axe note: A modest insider sale at Block aligns with strong fundamentals and growth prospects.

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