JSE Sector Rotation

Research: October 2026 > https://www.unum.capital/post/roct2026

For our clients tracking sector rotation.

Disclosure: The estimates below was compiled using an artificial intelligence tool, based on my own data.

Visual RRG Position Estimate

LEADING (High RS, High RM)

• Diversified Miners   

• Chemicals   

WEAKENING (High RS, Low RM)

• Banks   

IMPROVING (Low RS, High RM)

• Hospitals   

• Consumer Staples   

LAGGING (Low RS, Low RM)

• Technology   

• Insurers   

• Consumer Discretionary   

• Gold Miners   

• Paper & Pulp