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

If a Stock Market Crash Is Coming, History Says These Are the 3 Financial Stocks to Buy

2026-10-04 22:15 • The Motley Fool Positive Axe Cap view: Selective

With market valuations at levels not seen since the dot-com bubble and multiple economic headwinds present, the article recommends three financial stocks as defensive positions: Berkshire Hathaway for its massive cash reserves, Realty Income for its reliable dividend history through market downturns, and Progressive for its essential insurance business and bond-heavy portfolio.

Axe note: As global markets flirt with bubble valuations, three financial stocks stand out for their resilience and defensive qualities.

Better High-Yield Dividend Stock: Pfizer or Novo Nordisk?

2026-10-04 21:15 • The Motley Fool Mixed Axe Cap view: Selective

Both Pfizer and Novo Nordisk face significant dividend safety concerns despite high yields. Novo Nordisk (4.7% yield) leads in GLP-1 drugs but has lost market share to Eli Lilly and lacks portfolio diversity, while Pfizer (6% yield) faces patent expirations and R&D challenges. However, Pfizer's broader product portfolio and acquisition strategy make it the relatively safer choice for dividend investors, despite both stocks carrying material risk.

Axe note: Despite higher yield, Novo Nordisk’s dividend safety is shakier compared to Pfizer’s broader portfolio and acquisition edge.

If a Stock Market Crash Is Coming, This May Be the Best Warren Buffett Stock to Buy

2026-10-04 20:17 • The Motley Fool Positive Axe Cap view: Selective

Berkshire Hathaway is positioned as an attractive stock to buy ahead of a potential market crash due to its diversified business model, strong insurance division generating $177.5 billion in float, and substantial liquidity of $359.2 billion in cash and equivalents. The company's recent multi-billion dollar share buybacks suggest management believes the stock is undervalued. Under new CEO Greg Abel and with Buffett's investment philosophy embedded in company culture, Berkshire Hathaway is recommended as both a crash-resistant investment and a long-term holding.

Axe note: Berkshire Hathaway’s cash-rich, diversified model makes it a standout if global markets tumble, with clear lessons for JSE watchers.

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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