Satrix MSCI Emerging Markets ETF (JSE: STXEMG)

92.98 now, that's lekker movement.

Hello R92.98, nice to see you

90.24 and climbing, lekker!

90.24 now, nice move today!

Hello R90.24, nice to see you.

Picked up more STXEMG at R88.24 because the emerging markets rotation still has legs and the fund's expense ratio of 0.74% is reasonable for broad EM exposure, though I'm keeping position size modest given the rand volatility headwinds.

STXEMG sitting at R87.08 and emerging markets are getting hammered on China slowdown fears. The fund's got reasonable diversification but you're essentially betting on a recovery that feels further away than it did six months ago, so wouldn't chase it here.

STXEMG at R86.88 is a cheap way into emerging markets if you reckon the cycle's turning, but the real question is whether EM weakness has legs. Revenue growth in these economies is patchy at best, so you're basically betting on multiple expansion here.

STXEMG at R86.45 offers decent exposure to emerging market growth with low fees, though the rand's strength and global rate uncertainty create headwinds for the underlying index. Over a multi-year horizon the valuation looks reasonable if you're betting on EM mean reversion, but

STXEMG taking a knock today at R86.49 but emerging markets remain structurally cheap versus developed peers, especially with EM earnings yields still offering decent cushion. The question is whether we get a proper capitulation flush or if this is just noise ahead of potential ra