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

A Stock Market Crash Is Coming By the End of 2027, According to Some Economists. Here Are 2 Stocks to Buy Before That Happens

2026-10-09 14:30 • The Motley Fool Positive Axe Cap view: Selective

Some economists predict a market downturn and recession by end of 2027. The article recommends two pharmaceutical stocks—AbbVie and Amgen—as defensive investments that have historically weathered downturns well due to their diversified drug portfolios, consistent revenue from chronic disease treatments, strong pipelines, and reliable dividend payments.

Axe note: With recession fears rising globally, South African investors should consider defensive sectors and monitor the rand closely.

Not IonQ. Not D-Wave. This Magnificent Quantum Computing Stock Is the One to Own for the Long Haul.

2026-10-09 14:30 • The Motley Fool Mixed Axe Cap view: Selective

While IonQ and D-Wave are making technological progress in quantum computing, both remain unprofitable with unproven business models and face substantial dilution risks. Alphabet is presented as the superior long-term quantum computing investment, leveraging its existing AI ecosystem, cloud infrastructure, and proven business model to integrate quantum computing opportunities without relying solely on the technology's success.

Axe note: While pure-play quantum firms struggle, Alphabet’s integration of quantum tech with AI and cloud makes it the standout long-term bet.

PepsiCo Just Reported Earnings. Here's What Investors Need to Know.

2026-10-09 14:26 • The Motley Fool Neutral Axe Cap view: Selective

PepsiCo beat Q3 earnings expectations with 3.1% organic revenue growth and a 3.7% stock price increase, despite cutting full-year EPS guidance to 2.5%-3.5%. The company faces challenges in North America beverages and snacks due to GLP-1 drug impacts and consumer pushback, but international segments remain strong. With a 4.6% dividend yield and P/E of 15, the stock may appeal to defensive dividend investors seeking recovery potential.

Axe note: PepsiCo’s latest results offer a defensive dividend angle but reveal North American headwinds that deserve attention.

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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