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JSE Ltd trading at R15402 is caught between structural headwinds and a potential rate cycle tailwind. if SARB does pivot lower on inflation concerns, we could see renewed capital market activity and higher trading volumes benefiting the exchange operator, but the persistent weakn
With the SARB signalling readiness to tighten if geopolitical inflation shocks persist, we're potentially looking at a rising rate environment through 2025. Given JSE's heavy exposure to financial services revenue through trading volumes and listings activity, does anyone reckon
JSE down 6.85% to R15900 on what looks like profit-taking after the recent rally. At this level, you're paying decent money for an exchange operator with lumpy volumes — need to see if the equity market pickup sticks or if this is just noise.
JSE down 1.49% to R16254 while Capitec keeps grinding higher - tells you everything about where money's flowing in financials right now. Exchange operators getting squeezed as trading volumes stay thin.