Mahir (@mahirrastogi) 's Twitter Profile
Mahir

@mahirrastogi

ID: 1088624005983006720

calendar_today25-01-2019 02:26:03

49 Tweet

3 Followers

31 Following

FlexiCapital (@_flexicapital) 's Twitter Profile Photo

Strong labor market has institutions rethinking rate cuts in 2024. Over half eyeing September for potential shift. U.S. rates at 23-year highs, inflation easing but Fed vigilant. Stay tuned as economic dynamics unfold! #Finance #Fed #Economy #Inflation

Strong labor market has institutions rethinking rate cuts in 2024. Over half eyeing September for potential shift. U.S. rates at 23-year highs, inflation easing but Fed vigilant. Stay tuned as economic dynamics unfold! #Finance #Fed #Economy #Inflation
FlexiCapital (@_flexicapital) 's Twitter Profile Photo

Exciting times ahead for private investment! With government capex laying the foundation, private capex is poised to accelerate thanks to favorable reforms, strong balance sheets, and anticipated growth in consumption. The future of private investment looks bright! Source:Kotak

Exciting times ahead for private investment! With government capex laying the foundation, private capex is poised to accelerate thanks to favorable reforms, strong balance sheets, and anticipated growth in consumption. The future of private investment looks bright!
Source:Kotak
FlexiCapital (@_flexicapital) 's Twitter Profile Photo

Exciting news for exporters! India is set to expand its global export share with the support of diversified supply chains, favorable manufacturing policies, and increasing global demand. Higher tariffs on Chinese goods create a fresh opening for Indian exporters. #ExportGrowth

Exciting news for exporters! India is set to expand its global export share with the support of diversified supply chains, favorable manufacturing policies, and increasing global demand. Higher tariffs on Chinese goods create a fresh opening for Indian exporters. #ExportGrowth
FlexiCapital (@_flexicapital) 's Twitter Profile Photo

Exciting times ahead for India's IPO market in 2024! Favorable conditions with ample liquidity, steady rates, and strong investor confidence suggest historic growth. Investors need to be cautious of the potential risks too Source:FactSet

Exciting times ahead for India's IPO market in 2024! Favorable conditions with ample liquidity, steady rates, and strong investor confidence suggest historic growth. Investors need to be cautious of the potential risks too
Source:FactSet
FlexiCapital (@_flexicapital) 's Twitter Profile Photo

Economic Data vs. Stock Valuations: Latest charts show an interesting split Bloomberg’s Economic Surprise Index is at -0.53, signaling economic misses, while the S&P 500 P/E Ratio holds at 21, hinting at lofty valuations.This divergence raises caution. Source:Bloomberg

Economic Data vs. Stock Valuations:
Latest charts show an interesting split Bloomberg’s Economic Surprise Index is at -0.53, signaling economic misses, while the S&P 500 P/E Ratio holds at 21, hinting at lofty valuations.This divergence raises caution. 

Source:Bloomberg
FlexiCapital (@_flexicapital) 's Twitter Profile Photo

U.S. household debt surged post-2013, driven by rising costs of homes, vehicles, and other financed items. As prices soared, borrowing increased, pushing debt higher. With population growth, more individuals took on loans, reflecting a debt-driven economy.

U.S. household debt surged post-2013, driven by rising costs of homes, vehicles, and other financed items. As prices soared, borrowing increased, pushing debt higher. With population growth, more individuals took on loans, reflecting a debt-driven economy.
FlexiCapital (@_flexicapital) 's Twitter Profile Photo

India is closing in on China on the MSCI index! With India’s weight rising to 19.8% and China’s dropping to 24.2%, expect $2.7-$3 billion in inflows. The Banking sector will see a significant boost, and by year-end, India’s weight could exceed 22%

India is closing in on China on the MSCI index! With India’s weight rising to 19.8% and China’s dropping to 24.2%, expect $2.7-$3 billion in inflows. The Banking sector will see a significant boost, and by year-end, India’s weight could exceed 22%
FlexiCapital (@_flexicapital) 's Twitter Profile Photo

A balanced labor market with the unemployment rate at a stable 4.1%, easing nominal wage growth, and a narrowed jobs-to-workers gap. Inflation has cooled to 2.9%, and second-quarter GDP shows accelerated growth. This combination of factors fuels optimism for a soft landing!

A balanced labor market with the unemployment rate at a stable 4.1%, easing nominal wage growth, and a narrowed jobs-to-workers gap. Inflation has cooled to 2.9%, and second-quarter GDP shows accelerated growth. This combination of factors fuels optimism for a soft landing!
FlexiCapital (@_flexicapital) 's Twitter Profile Photo

Flexi Capital is honoured to receive an award in the category of the Highest Assets Under Management from none other than the market veteran Mr. Nilesh Shah, MD with Kotak Asset Management and Economic Advisor to the Prime. We thank our clients and our team for the support.

Flexi Capital is honoured to receive an award in the category of the Highest Assets Under Management from none other than the market veteran Mr. Nilesh Shah, MD with Kotak Asset Management and Economic Advisor to the Prime. We thank our clients and our team for the support.
FlexiCapital (@_flexicapital) 's Twitter Profile Photo

The market’s rally has been powered by rising P/E ratios, but for this momentum to continue, earnings need to catch up. It’s a critical moment for investors—getting a certified expert now could be the key to turning today’s gains into tomorrow’s sustainable returns. Source:kotak

The market’s rally has been powered by rising P/E ratios, but for this momentum to continue, earnings need to catch up. It’s a critical moment for investors—getting a certified expert now could be the key to turning today’s gains into tomorrow’s sustainable returns.
Source:kotak
FlexiCapital (@_flexicapital) 's Twitter Profile Photo

The market is now pricing in a 60% chance of a 50 bps Fed rate cut at the September 2024 FOMC meeting. Expectations surged earlier this summer and remain elevated, signaling strong anticipation of potential monetary easing. Source:TheDailyShot

The market is now pricing in a 60% chance of a 50 bps Fed rate cut at the September 2024 FOMC meeting. Expectations surged earlier this summer and remain elevated, signaling strong anticipation of potential monetary easing.
Source:TheDailyShot
FlexiCapital (@_flexicapital) 's Twitter Profile Photo

In the past, Fed rate cuts have coincided with dips in the S&P 500, as seen in previous cycles. With the Fed taking an aggressive approach, will the market follow its historical trend? Investors should seek guidance from certified experts only. Source: MacroMicro

In the past, Fed rate cuts have coincided with dips in the S&P 500, as seen in previous cycles. With the Fed taking an aggressive approach, will the market follow its historical trend? Investors should seek guidance from certified experts only.
Source: MacroMicro
FlexiCapital (@_flexicapital) 's Twitter Profile Photo

India’s manufacturing surge ! Capacity utilisation spikes to 76.8% and PMI hits 58.1%! More production, better efficiency and profit potential on the horizon. Investors should seek guidance from certified experts only. Source:Kotak

India’s manufacturing surge ! Capacity utilisation spikes to 76.8% and PMI hits 58.1%! More production, better efficiency and profit potential on the horizon.
Investors should seek guidance from certified experts only.
Source:Kotak
FlexiCapital (@_flexicapital) 's Twitter Profile Photo

As the Nation pays tribute to a leader, visionary and legend, here is a snapshot of what all Mr. Ratan Tata contributed. We at Flexi Capital are honoured to have witnessed some of these major contributions. #live forever #legends #industrialist

As the Nation pays tribute to a leader, visionary and legend, here is a snapshot of what all Mr. Ratan Tata contributed. 

We at Flexi Capital are honoured to have witnessed some of these major contributions. 

#live forever #legends #industrialist
FlexiCapital (@_flexicapital) 's Twitter Profile Photo

“Talent wins games but teamwork and intelligence wins championships” - Michael Jordon Here’s to another great year of teamwork this Diwali…. Wishing Everyone a Very Happy Diwali

“Talent wins games but teamwork  
  and intelligence wins 
  championships” - Michael Jordon 

Here’s to another great year of teamwork this Diwali….

Wishing Everyone a Very Happy Diwali
FlexiCapital (@_flexicapital) 's Twitter Profile Photo

We are honoured yet again to have been featured in today’s Economic Times on our views for the Calendar Year 2025. Much Gratitude. This is purely for academic purposes only and not for solicitation. Seek from SEBI/AMFI registered experts only.

We are honoured yet again to have been featured in today’s Economic Times on our views for the Calendar Year 2025. 

Much Gratitude.

This is purely for academic purposes only and not for solicitation.
Seek from SEBI/AMFI registered experts only.
FlexiCapital (@_flexicapital) 's Twitter Profile Photo

S&P 500 corrections—10%+ drops from highs—are common in market cycles. Since 2010, the average 12-month return post-correction is 18%. The Oct 2023 correction was followed by a 41% surge, reflecting how time and patience impact returns.

S&P 500 corrections—10%+ drops from highs—are common in market cycles. Since 2010, the average 12-month return post-correction is 18%. The Oct 2023 correction was followed by a 41% surge, reflecting how time and patience impact returns.
FlexiCapital (@_flexicapital) 's Twitter Profile Photo

The S&P 500 isn't 500 equal bets—nearly 40% is concentrated in just 10 stocks like Alphabet, Microsoft, and Nvidia. True diversification means knowing what you own, not just owning a broad index. Source: Slickcharts

The S&P 500 isn't 500 equal bets—nearly 40% is concentrated in just 10 stocks like Alphabet, Microsoft, and Nvidia. True diversification means knowing what you own, not just owning a broad index.
Source: Slickcharts
Zee News (@zeenews) 's Twitter Profile Photo

Unlocking the Power of Thematic Funds | Sanket Kapoor | FLEXICAPITAL Thematic funds allow investors to align their portfolios with future growth trends. While they offer high potential returns, they also carry concentrated risks. Careful theme selection, conviction, and a