Infographic: Where’s the money on the JSE

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China was 2025's standout, up almost 40%, then gave some back in 2026. It is cheap for a reason and moves in violent bursts. Here is how to think about whether a slice belongs in your portfolio, how much, and the three rand-denominated ways to buy it on the JSE.
Should you own China? We have 3 ETFs for you.
🚀 Defence as a replacement play — and why Lockheed Martin (LMT) is the pick 🇪🇺 Europe vs US: faster growth (Rheinmetall, BAE, Leonardo) but who's already run 💾 SK Hynix heads for a $28bn Nasdaq listing — plus the memory trade outlook 📈 Bending Spoons after its above-range IPO 🤖 Equity Coverage AI Q2: 26 names, 22 buys, one sell Hosted by Simon Brown Sponsored by Standard Bank Global Markets Retail & Shyft
Defence Stocks and the Replacement Trade | Why Lockheed Martin Wins
We're checking in on how JSE listed ETFs have done as we hit the half way stage of the year. It's a mixed bag with some strong winners (EMs and AI) but there are as always also a bunch of losers (PGMs).
JSE ETF returns so far in 2026

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