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Writer's pictureLester Davids

Zooming Out On The Rotation Trade

Updated: Sep 30

Friday, 27 September 2024

Time Published: 18h35


Here's some context on the share price moves in JSE Resources and Industrials relative to JSE Financials.

There have been significant gains over 1-2 weeks, however, zooming out to the monthly chart reflects a relatively small move which may suggest 'room to run'. The relative lows highlight the ratio trading at the lower boundary of the parallel channel which coincides with the prior breakout level seen in February 2020.


Monthly Chart


Lester Davids

Analyst: Unum Capital

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