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India is charging into FY 2025-26 with unstoppable momentum! 🇮🇳 From Moody’s bold projection of India leading global growth among G20 nations to a GST collection record and RBI’s liquidity rescue mission-today’s economic and market pulse is all about resilience and reinvention. Add to that major corporate moves like ITC's strategic acquisition, pharma stocks facing U.S. tariff heat, and tax relief for businesses-this is one rollercoaster you want to be on.

🔍Dive into today’s top stories and stay ahead of the curve!

But before we start!

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Today’s Market Menu

• Focal Point: India to be the fastest-growing G20 Nation

• Markets

• Everything else you need to know today

• Psychology: 10 Brutal Life Lessons You’ll Wish You Knew Earlier

• Supercharge your Investing Skills with this Video

• Stock Screener to up your game

FOCAL POINT

India to Be Fastest-Growing G20 Nation

India is set to lead all G20 nations in economic growth, with Moody's projecting a 6.5% GDP rise for FY 2025-26. This strong outlook highlights India's resilience, driven by solid domestic demand, supportive policies, and fiscal reforms. Amid global uncertainty, India stands tall as the fastest-growing major economy.

Key outlook:

• Sustained Growth: The anticipated 6.5% growth rate underscores India's robust economic momentum, following a 6.7% growth in the previous fiscal year.​

• Policy Support: This optimistic outlook is bolstered by strategic tax measures and continued monetary easing, including a recent 25 basis point interest rate cut by the Reserve Bank of India to 6.25%.​

• Inflation Control: Inflation is expected to average 4.5% in the current fiscal year, down from 4.9% in the last fiscal, indicating effective price stability measures.​

• Fiscal Incentives: The government's decision to increase the income tax rebate threshold from ₹7 lakh to ₹12 lakh provides significant relief to the middle class, potentially boosting consumer spending.​

• Global Positioning: Despite uncertainties in global policies and potential capital flow risks, India's large, domestically oriented economy and substantial foreign exchange reserves position it well to attract and retain global capital.​

MARKETS

​On April 1, 2025, Indian stock markets experienced a significant downturn, with the Sensex plunging 1,390 points to close at 76,024.51, and the Nifty 50 dropping 353.65 points, ending at 23,165.70. This decline was largely driven by investor apprehension ahead of the anticipated implementation of former U.S. President Donald Trump's reciprocal tariffs on April 2, which are expected to impact global trade dynamics.

_{Closing figures as on 01.04.25 (3.30pm IST)}

🔎 In Focus

Sectorial Performance:

💻 Information Technology (IT): The Nifty IT index fell by 2.45%, losing 905.5 points. This decline is attributed to concerns over potential U.S. tariffs affecting tech companies with significant revenue from the U.S. market. ​
🏦 Banking: The Nifty Bank index decreased by 1.43%, down 737.35 points, reflecting investor caution amid global trade uncertainties. ​
🧴 Fast-Moving Consumer Goods (FMCG): Experienced a modest decline of 0.91%, indicating relative resilience compared to other sectors. ​
🚗 Automobile: The Nifty Auto index decrease by 0.28%, leading sectoral gains, suggesting investor optimism in this segment despite broader market challenges. ​

Top Gainers:

✅IndusInd Bank: Shares increased by 5.06%, closing at ₹682.70.​
✅Trent Ltd.: Stock rose by 4.72%, reflecting strong performance in the retail sector. ​
✅Bajaj Auto: Stock rose by 1.45% were observed, contributing to the positive performance in the auto sector. ​

Top Losers:

🔻HCL Technologies: Shares declined by 3.90%, closing at ₹1,530.35, impacted by concerns over U.S. tariff implications. ​
🔻Bajaj Finserv: Experienced a 3.50% drop, reflecting broader financial sector apprehensions. ​
🔻HDFC Bank: Shares fell by 3.30%, influenced by the overall negative sentiment in the banking sector. ​

Additional Insights:

📞Vodafone Idea: Shares surged by 20% after the Indian government converted outstanding spectrum auction dues into equity, increasing its stake to approximately 48.99%. ​
🧪Dr. Reddy's Laboratories: Shares rose by 0.70%, closing at ₹1,152.20, outperforming some competitors in the pharmaceutical sector.

NIFTY 500: Bloodbath 🩸

Promoter Action

_{Stocks where Promoters Bought from Open Market}

FROM THE FRONTIER

Everything else you need to know today 

🏭Acquisition: In a strategic move, ITC is set to acquire Aditya Birla Real Estate's pulp and paper business for up to ₹3,500 crore, enhancing its production capacity by 480,000 metric tones annually.

💰Surplus: The Reserve Bank of India has infused over $70 billion into the banking system since late January, transforming a severe cash deficit into a surplus and stabilizing the financial landscape. ​

📈Surge: India's Goods and Services Tax collections soared to an 11-month peak in March, reaching ₹1.96 lakh crore-a 6.5% month-on-month increase-indicating robust economic activity.

🛡️Relief: In a taxpayer-friendly move, the Income Tax Department has waived interest charges on late TDS and TCS payments caused by technical glitches, offering significant relief to affected individuals.

🚨Alert: Analysts warn that Indian pharmaceutical companies like Zydus and Dr. Reddy's could be subjected to a 10% import tariff by the US, potentially impacting their profitability and market dynamics.

🚀Boom: Vodafone Idea's stock surged by 20% following the government's decision to convert ₹36,950 crore of spectrum dues into equity, increasing its stake in the telecom giant to 48.99%.

📝 Order Wins
✅ L&T: Power Transmission & Distribution unit Bags large ₹2,500–5,000 Cr orders for a 765kV GIS substation in India and power grid projects across Saudi Arabia, UAE & Qatar-amplifying its global energy reach.

✅ Transrail Lighting: bags a ₹240 crore overseas project, capping a blockbuster year with ₹9,400 crore in total orders-more than double last year’s wins in the T&D space.

✅ KEC International: secures ₹1,236 crore in fresh orders across T&D, Civil, and Railways, kicking off FY25 with a bang-already clocking a 36% YoY growth in total orders.

✅ Blue Dart Express: tax woes ease as revised I-T orders slash dues from ₹17 crore to ₹2.9 crore. The company is reviewing the decision to plan its next legal move.

ONEZERO-F ACADEMY

10 Brutal Life Lessons You’ll Wish You Knew Earlier

Life doesn’t come with a manual-but it sure comes with lessons. Most people only learn the hardest truths after years of trial and error. This 10 toughest life rules people often realize too late-so you can get ahead, live smarter, and avoid common regrets.

Key Rules ⤵️

⛑️ No One is Coming to Save You: You're the hero of your own life story. Waiting for external rescue only delays progress. Take control, take action.

⏳ Time is Your Most Valuable Asset: Unlike money, time can’t be earned back. Guard it fiercely, and invest it in what truly matters.

🔥 Growth Happens in Discomfort: The biggest personal wins come from tough, uncomfortable experiences. Lean into the challenge-it’s where growth lives.

🎯 Control What You Can, Let Go of What You Can’t: Focus your energy on your actions and mindset, not on things outside your influence. This brings peace and power.

🧱 Your Habits Define Your Destiny: Daily actions, no matter how small, build the foundation of your future. Choose them wisely.

Self-Awareness is a Superpower: Knowing your flaws, triggers, and strengths is the key to mastering your behavior and relationships.

🙅 Not Everyone Will Like You-And That’s Okay: Seeking universal approval is a trap. Stay true to your values; the right people will respect you for it.

🚪 Opportunities Don’t Wait Forever: Life rewards the bold. Waiting too long to act can close doors forever-so take the leap when you feel it.

💔 Failure is a Lesson, Not a Life Sentence: Every failure carries a valuable message. Analyze, adapt, and move forward stronger.

🧘 Emotional Discipline Trumps Motivation: Feelings are temporary; discipline is reliable. Show up consistently, even when you don’t "feel" like it.

SOCIAL MEDIA SPEAKS

SUPERCHARGE YOUR INVESTING SKILLS

Bill Gates on India, Billion-Dollar Business Opportunities, PM Modi & Children | Raj Shamani

STOCK SCREENER TO UP YOUR GAME

Penny Stock that having good OPM are good for long term Investing

by Sumit

Current price > 10 AND
Current price < 100 AND
Price to book value < 1 AND
Debt to equity < 0.5 AND
Promoter holding > 50 AND
YOY Quarterly sales growth > 1 AND
Pledged percentage =0 AND
OPM > 50

Your Wish is my Command!

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Mohit & the OneZero-F team

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