| Industry | Approximate index weight | Primary driver |
|---|---|---|
| Basic materials | About 25% | Commodity prices and the rand |
| Financials | About 22% | Interest rates and credit quality |
| Consumer discretionary | About 16% | Household income and confidence |
| Industrials | About 10% | Global growth and logistics |
| Consumer staples | About 9% | Food inflation and volumes |
| Telecommunications | About 7% | Regulation and subscriber growth |
| Health care | About 4% | Policy, including NHI |
| Real estate | About 4% | The long bond yield |
| Technology | About 3% | Global sentiment |
| Type | Earnings mostly from | A weaker rand |
|---|---|---|
| Dual listed industrials | Offshore | Helps |
| Mining and resources | Offshore, commodity priced in dollars | Helps |
| Banks | South Africa | Neutral to negative |
| Retailers | South Africa | Hurts, through import costs |
| Listed property | South Africa mostly | Hurts, through the bond yield |
| Telecoms | Mixed, significant African exposure | Mixed |
| Index | Covers |
|---|---|
| Resources 10 | The ten largest resource counters |
| Financial 15 | The fifteen largest financials |
| Industrial 25 | The twenty-five largest industrials |
| SA Listed Property | Listed property, formerly SAPY |
| Top 40 | The forty largest across all sectors |
Data maintained by TradeAnswers · updated as the figures change