top of page

⟳ JSE Sector Rotation

  • Writer: Lester Davids
    Lester Davids
  • Jul 6
  • 1 min read

+30 Take Profit Opportunities: Our Capabilities > https://www.unum.capital/post/capabilities

Free Content: July 2026 > https://www.unum.capital/post/rjuly2026

Trade Local & Global Financial Markets with Unum Capital.

To get started, email tradingdesk@unum.co.za

NOTE: When Published Intraday (JSE Equities), Prices Are Delayed By 15 Minutes


Visual RRG Position Estimate

(Reflecting relative multi-timeframe orientation as of EOD July 6, 2026)


LEADING (High RS, High RM)

  • Banks

  • Telecoms

  • Consumer Discretionary

  • Hospitals

  • Insurers

WEAKENING (High RS, Low RM)

  • Luxury Goods

  • Diversified Miners

IMPROVING (Low RS, High RM)

  • Gold Miners

  • Paper & Pulp

LAGGING (Low RS, Low RM)

  • Coal Miners

  • Technology

  • Chemicals

  • Consumer Staples

  • Platinum Miners


Lester Davids

Senior Investment Analyst: Unum Capital

Comments


bottom of page