Big money returns! Why global Investors are bullish on India again

Welcome Back Investor!

Amid Operation Sindoor-a rare tri-service Indian strike-Sensex and Nifty briefly dipped but quickly rebounded, signaling investor confidence. Backed by ₹43,940 crore in FII inflows and supportive global cues, India’s markets remained steady. Meanwhile, Pakistan’s KSE-100 plunged over 5.5%, highlighting stark economic contrasts.

Let’s dive in!

But before we start!

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Today’s Market Menu

▪️ Focal Point: FIIs make a strong comeback, bet big on Indian Financials

▪️ Markets

▪️ Everything else you need to know today

▪️ Strategy: How successful people build Discipline

▪️ Stock Screener to up your game

FOCAL POINT

Foreign Investors make a strong comeback, bet big on Indian Financials

Foreign investors are back, and they're all-in on India’s financial sector. In April 2025, Foreign Portfolio Investors (FPIs) poured in ₹184.09 billion (~$2.18 billion) into financial stocks, marking the third-highest monthly inflow ever. It’s also the first time this year that FPIs became net buyers of Indian equities.

What’s fueling the surge? A mix of easing global trade tensions, renewed U.S.-India trade deal optimism, and stellar earnings from HDFC Bank and ICICI Bank.

The rally also spilled into consumer and telecom stocks, though IT took a hit, shedding $1.8 billion in FPI outflows due to U.S. economic concerns.

MARKETS

The bulls held their ground as markets closed in the green! Sensex ended at 80,746, up 105 points, while Nifty 50 inched up to 24,414, gaining 34 points. The real movers? Nifty Bank jumped 339 points (0.63%), and Nifty Midcap 100 surged by a solid 852 points (1.59%).

_{Closing figures as on 07.05.25 (3.30pm IST)}

🔎 In Focus

Stock Performance:

Top Gainers

✅ Tata Motors: Closed at ₹680.30, up ₹32.10 (+4.95%) Riding the momentum from strong demerger news and FTA buzz.
✅ Bajaj Finance: Jumped to ₹8,986.50, up ₹189 (+2.15%) Bullish sentiment on financials after strong FPI inflows.
✅ Shriram Finance: Ended at ₹636.65, up ₹13.20 (+2.12%) Solid traction in NBFCs pushing the stock upward.
✅ Jio Financial: Rose to ₹256.10, gaining ₹4.90 (+1.95%) Mild recovery after recent dip; back on buyer radar.

Top Losers

🔻 Adani Enterprises Dropped to ₹2,354.00, down ₹101.50 (-4.13%) Weak sentiment and profit booking hit heavyweights.
🔻 Jio Financial: Fell to ₹251.20, down ₹9.40 (-3.61%) One day dip before bouncing back strong on May 7.
🔻 Eternal Slid to ₹232.64, losing ₹7.26 (-3.03%) Volatile moves on high volume, watch for further cues.
🔻 Trent: Dropped to ₹5,224.00, down ₹146.50 (-2.73%) Likely profit booking after a recent rally in retail stocks.

NIFTY 500: Mixed Momentum

Q4 RESULTS

^{Click on company name for result pdf} 

FROM THE FRONTIER

Everything else you need to know today

🌍 Starlink x Airtel Africa: Elon Musk’s SpaceX has partnered with Airtel Africa to launch Starlink’s satellite internet across nine African nations.

📈 Info Edge’s Jackpot: Info Edge turned ₹3,959 crore into nearly 10x returns by backing startups like Zomato, PolicyBazaar, and Naukri.

🚗 Tata Motors Demerger: With 99.9995% shareholder approval, Tata Motors will split its passenger and commercial vehicle businesses. The demerger aims to unlock growth, especially as JLR eyes a boost from the India-UK FTA.

📊 SEBI's F&O Overhaul: SEBI’s top panel is discussing major changes to F&O trading, possibly revamping expiry schedules and tightening regulations.

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ONEZERO-F ACADEMY

How successful people build Discipline without talking about it

The truly disciplined don’t push harder, they work smarter. From minimizing distractions and aligning tasks with peak energy hours to embracing single-tasking and self-compassion, their habits are intentional and sustainable.

• Instead of relying on finite willpower, they craft environments that minimize temptations, like keeping phones out of sight during deep work.

• By focusing on daily routines rather than distant goals, they build momentum through small, consistent wins that compound over time.

• They acknowledge their feelings, but don’t follow them. Instead, they act first and let motivation catch up.

• They bounce back faster by treating mistakes with kindness, not harsh judgment, because progress beats perfection.

• They schedule high-focus work during energy peaks, maximizing output while avoiding burnout.

• They pursue tasks they genuinely care about, turning discipline into something that feels almost effortless.

• Forget multitasking. Laser focus on one task at a time boosts both productivity and the quality of results.

These habits aren't about extraordinary effort but about smart strategies that make discipline a natural part of life.

SUPERCHARGE YOUR INVESTING SKILLS

It’s Not the Money That Makes You Rich - It’s the Mindset | Jim Rohn

STOCK SCREENER TO UP YOUR GAME

Bluest of the Blue Chips

by Arunr Bits

(Market Capitalization > 3000) AND
(Average return on equity 5Years > 20) AND
(Debt to equity < 1.5) AND
(Interest Coverage Ratio > 2) AND
( PEG Ratio <= 1) AND
(Profit growth 5Years > 20)

Thanks for reading.

Until tomorrow!

Mohit & the OneZero-F team

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