Transaction Update 2 Jun 2023
MAXIN GLOBAL FUND – USDTransaction Update 2 June 2023 Today, we have increased our exposure to China through ETFs on the CSI300 Index, CHINEXT index and the Chinese Semi-conductors industry,…
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Transaction Update
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Buying China, and More …
Buying China, and More … It has been our strategic case for a long time that 2022 marked the peak of the US secular bull market and the through of…
Monthly Report MAY 2023
MAXIN GLOBAL FUND / MODEL PORTFOLIOGross Performance – 10.72 % May 2023– 24.74 % Year To Date+ 787.16 % Since Inception+ 26.05 % Per Annum CAGR 9.42 Years NAV 987.16…
The NVIDIA Craze Marks The Top
The NVIDIA Craze Marks The Top As we highlighted many times in the past, every major top ij equity markets comes with an irrational melt-up phase in a segment of…
Weekly Report 27 May 2023
Self-Inflicted Pain, In large parts or Rational Reasons We owe our investors an apology We owe our investors an apology for the pain we have inflicted to them and to…
German Recession and AI Craze
German Recession and AI Craze Germany Is Officially in Recession As we expected, the German economy fell into a sharp contraction in the first quarter of 2023, taking by surprise…
Transaction List 22 May 2023
Today, we increased long positions in China by adding to ANHUI CONCH CEMENT and ALI BABA HEALTH and re-instating our long position in EV maker NIO Inc. Chinese equities are…
Staying the Course
MAXIN GLOBAL FUND Weekly Report 20 May 2023 MAXIN GLOBAL FUND / MODEL PORTFOLIOGross Performance – 1.15 % Last Week– 5.65 % Month to Date– 20.46 % Year to Date+…
Don’t Get Fooled By the AI Hype, It May Be Ending Soon
Don’t Get Fooled By the AI Hype, It May Be Ending Soon We all know how extreme the concentration in the US and European markets has been over the recent…
China’s Economic Data Points to Policy Action
China’s Economic Data Points to Policy Action The release of China’s April economic data paints a picture of a two-tier economy where the consumption leads with strong year on year…