FNBEMG (JSE: FNBEMG)

88.07, nice pop today

88.07 now, that's a nice move up.

88.07 and change, emerging markets finally waking up

Topped up FNBEMG at R85.05 because the emerging market rotation is finally getting some traction and the fund's low cost structure makes it a no-brainer for long-term equity exposure without the single-stock risk.

FNBEMG at R85.95 tracks emerging market equities with a reasonable fee structure, but you're paying for exposure that tracks the same macro headwinds as the MSCI EM index. If you want emerging market beta without the currency drag, this is decent value versus picking individual E

Took a starter position in FNBEMG at 85.95 because the emerging market exposure is cheap relative to the fund's underlying holdings, and the dividend yield sits around 3.2% which beats most SA bond proxies.

FNBEMG at R86.54 is tracking emerging market exposure through FirstRand's lens, but the fund's performance hinges on currency headwinds and whether EM fundamentals can sustain the recent rebound. Dividend yield on the ETF sits decent if you're betting on recovery in those names,

Topped up FNBEMG at R84.82 because the emerging markets exposure still offers decent dividend yield relative to local bank stocks, even if the rand weakness keeps the volatility higher than I'd like.