Clear market notes built around the JSE, the rand, and what matters locally.

2026-10-15 18:45 • The Motley Fool Positive Axe Cap view: Selective

The Schwab U.S. Dividend Equity ETF (SCHD) offers a diversified dividend-focused portfolio with a 3.24% yield and low 0.06% expense ratio. The fund's three largest blue chip holdings—Coca-Cola, Chevron, and Home Depot—represent about 12.3% of the portfolio. While Coca-Cola and Chevron show strong fundamentals, Home Depot has struggled due to rising interest rates and housing market slowdown, though it may recover as a long-term investment.

Axe note: A U.S. dividend ETF offers insights on stability and risk, with possible parallels in our local market.

2026-10-15 18:30 • The Motley Fool Positive Axe Cap view: Selective

Nu Holdings, a Latin American digital banking powerhouse with 139 million customers, is predicted to deliver a 194% return by 2030 if $1,000 is invested today. The bull case rests on projected 35% annual EPS growth through 2028 and potential P/E ratio expansion from 18.6 to 23.6. However, risks include slowing growth in mature Brazil markets, intense U.S. competition, and macro-economic sensitivity typical of banking operations.

Axe note: Nu Holdings shows strong growth projections but warrants caution for South African investors.

2026-10-15 18:29 • The Motley Fool Mixed Axe Cap view: Selective

The article compares Alibaba and Coupang as investment opportunities in 2026. Alibaba, despite facing regulatory uncertainty, AI spending pressures, and geopolitical risks, is recommended as the better buy due to its stronger profitability (10.1% net margin), attractive valuation (16.9x forward P/E), and double-digit AI cloud revenue growth. Coupang, while growing faster (14.1% YoY revenue growth), faces record regulatory fines, perjury investigations, and shareholder lawsuits with a thin 0.6% net margin, making it a riskier choice.

Axe note: Alibaba’s stronger profitability and valuation make it a smarter 2026 buy compared to Coupang’s risky growth.