FlexiCapital is an AMFI registered mutual fund distributor engaged in the sale and distribution of wealth management products.flexicapital.co.in New Delhi, IndiaJoined November 2016
India’s economy remains resilient in the face of global challenges, clocking a robust 7.8% GDP growth in Q1 of FY26, reaffirming its position as the fastest-growing major economy with strong macroeconomic fundamentals.
The world’s top unicorns in 2025:
• SpaceX leads at $350B, driven by NASA ties & Starlink.
• OpenAI hits $300B, over 10x growth since 2023.
• ByteDance at $220B with 2B+ users.
US hosts 15 of the top 30, China 7, India & UK 3 each, Indonesia 1.
#Unicorns#AI#globalmarkets
China’s rare-earth magnet exports surged nearly 3x last month after easing export curbs post a U.S. trade agreement. Widely used in EVs, electronics, and clean energy, the rebound was led by non US shipments.
Air traffic trends in India are shifting, with Tier-2 & 3 cities emerging as key growth drivers. After a pandemic lull (FY20–25), FY25–30 rebound seen, led by better connectivity & rising demand.
Disclaimer: Equity investments are subject to risk. For education only.
Quantum computing is moving from theory to traction.
274 global startups
$2B VC funding in 2024 (+50% YoY)
$54B+ in national funding so far
The US leads with 77 firms.
Big Tech — Nvidia, Amazon, Google — are racing ahead.
The quantum future is now.
Despite record-high trade-policy uncertainty, markets are holding firm.
European defense stocks are up nearly 70% in 2025.
The S&P 500 remains steady.
Geopolitical tailwinds, strong earnings, and rate clarity are keeping risk appetite intact.
Source:LSEG(price change)
The Levkovich Index is in “euphoria” at 0.39, signaling high investor optimism. Historically, such levels act as a contrarian indicator, hinting at softer equity returns. A good time to review allocations and stay focused on long-term goals over short-term sentiment.
Flexi Capital is honoured to have received this felicitation from the Ministry of Finance, Govt of India for its regular and timely submissions of Goods and Services Taxes. At Flexi Capital we believe in having the highest ethical standards with a strong control on compliance.
News publishers are losing massive organic traffic — Business Insider & Washington Post down over 50% since 2022.
Google’s AI Overviews are reducing clicks.
SEO-driven growth is fading. The future? Subscriptions, newsletters, apps & loyal audiences.
Source:CAAC
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
According to BofA’s latest Global Fund Manager Survey, 61% now expect a soft landing —up sharply from April. Only 26% foresee a hard landing , and just 6% believe in no landing. A turning point in global economic expectations ?
Source: Bofa Global Fund Manager Survey
The global population is aging fast. Avg. age will rise from 26.5 (1980) to 43.2 (2100). Growth rate drops from 1.8% to 0.9% and hits zero by 2084. Aging brings challenges—shrinking workforce, pension strain—but also opportunities with healthier, longer lives powering the Economy
Global debt stays elevated. Sudan 252% & Japan 235% lead in debt-to-GDP, followed by Singapore, Greece ,Italy and the USA. Germany lowest in G7 at 65%.The average debt to GDP ratio stands at 110% for advanced economies. It’s not just about how much a country borrow but can afford
In 2025, the “Magnificent Seven” tech giants are slipping, all posting losses—Tesla down nearly 30%, Nvidia and Apple over 16%. Their earnings lead is narrowing, and their S&P 500 weight has dropped from 35% to under 31%, signaling vulnerability to market pressures.
Nvidia to build AI supercomputers fully in the U.S., investing up to $500B over 4 years.
Blackwell chips are rolling out in Phoenix, with dozens of AI "factories" coming up.
The U.S. leads with 3,648 data centers; Brazil, with 170, could be a future hotspot.
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.
The U.S. trade deficit is nearing $1 trillion. While services exports thrive, goods imports continue to outpace exports, deepening the gap. In response, Trump’s reciprocal tariffs—some as high as 49%—target nations with steep duties on U.S. goods. India now faces a 26% tariff.
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