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As March inflation cools, global trade routes shift, and auto stocks rev into high gear, India finds itself in a rare strategic sweet spot. While the RBI remains cautious on rate cuts, policymakers and investors alike are eyeing massive export potential amid the US-China rift-and a potential highway into the U.S. auto market. This isn't just market noise; it’s the start of something big.

Let’s Dive in!

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Today’s Market Menu

• Focal Point: Trade Tensions Put Asia’s Growth in the Slow Lane

• Markets

• Everything else you need to know today

• Special: Small-Town India Discovers Wealth Wisdom-And It’s Just Getting Started

• Psychology: What a 400-Year-Old Samurai Can Teach You About Life

• Supercharge your Investing Skills with this Video

• Stock Screener to up your game

FOCAL POINT

Trade Tensions Put Asia’s Growth in the Slow Lane

AMRO (ASEAN+3 Macroeconomic Research Office) just issued a sobering downgrade on Asia’s economic trajectory:

👉 The 2025 growth forecast for emerging Asia has been cut to its lowest level since the pandemic.

The reason?
A potent mix of rising tariffs, geopolitical uncertainty, and slowing global trade momentum.

From Vietnam’s bustling industrial parks to India’s ambitious tech corridors, the ripple effects are real-and growing.

🧠 Why This Matters:

Over the past decade, emerging Asia has been the engine of global growth, fueling everything from global supply chains to the digital economy.

But that engine? It’s starting to sputter.

🔹 Trade friction between major economies-especially the US and China-is triggering protectionist policies across the region.
🔹 Export-driven countries are seeing cooling demand, especially in sectors like semiconductors, electronics, and apparel.
🔹 Investors are growing cautious, boardrooms are recalibrating, and policymakers are watching closely.

This isn’t just a regional slowdown. It’s a warning sign for global stability.

📉 The Numbers:

• AMRO expects emerging Asia’s 2025 growth to slow significantly, dropping below even the post-COVID rebound years.

• The export-heavy economies-Vietnam, Malaysia, Thailand-are projected to be the most vulnerable.

• Even India, which has been a regional bright spot, could feel the pinch if global investment sentiment weakens further.

🔍 Between the Lines: What we’re witnessing isn’t just a trade cooldown. It’s a strategic realignment of global economics.

🧭 “De-risking” is replacing “globalization.”

Nations are diversifying their sourcing and investing in domestic capacity. While this reduces over-dependence, it also slows down the efficiency gains that turbocharged Asia’s rise.

🔁 Supply chains are shifting, but that transition isn’t seamless. It brings friction, uncertainty, and economic drag.
 

💡 The Big Questions:

• Is this a temporary pause-or are we looking at a structural slowdown?

• Will regional cooperation help soften the blow, or will fragmentation deepen?

• And perhaps most critically: Can Asia pivot from export-led to domestic-driven growth fast enough?

What we’re seeing in Asia today isn’t just a dip in numbers. It’s a fundamental inflection point.

One where economic models may need a refresh.
One where resilience might matter more than raw speed.

And one where startups, investors, and policy leaders must ask:

Are we prepared for a world where growth no longer comes easy?

The Supply Chain Crisis Is Escalating — But This Tech Startup Keeps Winning

Global supply chain chaos is intensifying. Major retailers warn of holiday shortages, and tech giants are slashing forecasts as parts dry up.

But while others scramble, one smart home innovator is thriving.

Their strategic move to manufacturing outside China has kept production running smoothly — driving 200% year-over-year growth, even as the industry stalls.

This foresight is no accident. The same leadership team that saw the supply chain storm coming has already expanded into over 120 BestBuy locations, with talks underway to add Walmart and Home Depot.

At just $1.90 per share, this resilient tech startup offers rare stability in uncertain times. As investors flee vulnerable companies, this window is closing fast.

SECURE YOUR POSITION BEFORE PRICES RISE

_{Past performance is not indicative of future results. Email may contain forward-looking statements. See US Offering for details. Informational purposes only.}

MARKETS

Markets staged a strong comeback on April 15, with the Sensex jumping 1,577 points (+2.10%) and the Nifty 50 gaining 500 points (+2.19%), signaling robust investor confidence. Banking led the rally as Nifty Bank surged 2.70%, while Nifty Midcap 100 outperformed with a sharp 2.92% rise. Broad-based buying across sectors suggests positive sentiment driven by easing inflation, upbeat global cues, and renewed optimism around trade prospects.

_{Closing figures as on 15.04.25 (3.30pm IST)}

🔎 In Focus

Sectorial Performance:

Top Gainers

✅ Banking & Financials dominate the rally:
🏦 IndusInd Bank soared +6.73% -biggest gainer of the day.
💳 Shriram Finance up +5.20%, signaling strong buying in NBFCs.
🏛 Axis Bank gained +4.10%, adding to sectoral strength.

✅ Auto & Engineering stocks zoom ahead:
🚗 Tata Motors jumped +4.56%, likely on global tariff optimism.
🏗 Larsen & Toubro (L&T) rose +4.55%, showing infra sector traction.

✅ Adani group continues to attract interest:
⚡ Adani Enterprises advanced +4.17%, reinforcing renewed momentum in conglomerate stocks.

✅ Pharma sees a boost:
💊 Dr. Reddy's Labs gained +4.09%, showing interest in defensive and export-driven sectors.

Top Losers

🔻 Consumer Staples under pressure:
🧴 ITC slipped -0.27%
🧼 HUL dipped -0.20%

Likely due to sector rotation away from defensives amid bullish market sentiment.

NIFTY 500: Bullish Breeze 🌬️

BROKERAGE REPORTS

▪️ Axis Direct has downgraded the target price for Tata Steel to ₹150.00/- Read full report here.

▪️ Axis Direct has downgraded the target price for JSW Energy to ₹530.00/- Read full report here.

▪️ ICICI Securities Ltd. has upgraded the target price for Archean Chemical Industries to ₹675.00/- Read full report here.

FROM THE FRONTIER

Everything else you need to know today 

📉 Inflation Dips, But Eyes Stay on RBI Moves: India’s wholesale inflation softened to 2.05% in March, down from February’s 2.51%, driven largely by cooling food prices. While that’s a welcome breather, it’s not quite enough to nudge the RBI into rate cuts-yet. With global uncertainty still in play, businesses might want to buckle up for a cautious summer.

🚗 Auto Stocks Shift into High Gear on Trump Tariff Hints: Tata Motors, Motherson, and Sona BLW shares revved up after Donald Trump hinted at possible tariff exemptions on imported auto parts and vehicles. For Indian manufacturers, this could crack open a high-speed lane into the U.S. market-if, of course, the policy shift survives campaign rhetoric.

🌏 India Eyes Export Gold in US-China Trade Standoff: The ongoing US-China tariff skirmish may be bad for global trade-but India sees a silver lining. From chemicals to electronics, New Delhi has identified 10 product categories with major export potential. The question is: Can Indian firms pivot fast enough to plug those supply gaps?

📊 Mutual Funds Reshuffle: Zomato, Jio Financial in the Spotlight: March saw mutual funds making bold portfolio plays-snapping up Jio Financial and Zomato while easing off Kotak Bank and Hindalco. It’s a signal of shifting institutional sentiment as India’s digital and financial ecosystems continue to evolve. Are these early bets or strategic long games?

💰 RBI’s Liquidity Boost Sends Bonds Soaring: The Reserve Bank of India just poured liquidity into the market, catapulting bond prices to three-year highs. For investors, it’s a strong signal of confidence in economic stability-and a nudge that now might be the time to recalibrate fixed-income strategies.

📱 Swiggy’s 'Pyng' Leaps into Local Services Arena: Swiggy just dropped Pyng, its new hyperlocal app for booking professional services-from electricians to dog walkers. It’s a bold bet on India’s under-tapped gig economy and a clear move to turn convenience into a full-stack lifestyle play. Will Pyng become the next household verb?

📝 Order Wins

✅ Tata Power Renewable signs a ₹4,500 Cr PPA with NTPC for a 200 MW dispatchable clean energy project, advancing India's transition to reliable green power.

✅ Ahluwalia Contracts secures ₹396.5 Cr Godrej Riverine residential deal in Noida, reinforcing its leadership in high-rise construction with a 25-month execution timeline.

✅ Transrail Lighting bags massive ₹1,085 Cr T&D orders, boosting its global infrastructure footprint across 59 countries and kicking off FY26 with serious momentum.

SPECIAL

Small-Town India Discovers Wealth Wisdom-And It’s Just Getting Started

🌱 The Shift:

Once viewed as the preserve of metros and millionaires, wealth advisory services are now seeing surprising traction in India’s Tier-2 and Tier-3 towns.

From Raipur to Rajkot, and Patiala to Patna, a fresh wave of tech-savvy, ambition-fueled investors are entering the financial advice conversation-not just for trading tips, but for long-term wealth planning.

And that’s a big deal.

📈 What’s Driving the Uptick?

1. Digital-first platforms like Dezerv, Cube, and Grip are democratizing access-removing jargon, lowering entry barriers, and offering slick, app-based experiences.

2. Falling minimum investment thresholds have made elite products like alternative assets, PMS, and REITs accessible with ₹10,000–₹25,000 tickets.

3. A cultural mindset shift is underway-where small-town professionals no longer want to just save, they want to strategize.

This isn’t just a tech story. It’s a trust story. 

🧠 What Changed?

Post-pandemic, digital adoption surged in rural and semi-urban India.

Add to that:

• Growing financial literacy (thanks to YouTube, influencers, vernacular apps)

• Aspirational income levels

• A new generation that’s earning online and investing online

And what you get is an audience that’s asking:

“How do I build wealth-not just returns?”

They’re bypassing the traditional LIC agents and chit funds.
They want SIPs, ETFs, structured debt, even international exposure.

📊 Who’s Tapping This Market?

• Dezerv claims 40% of its users are from Tier-2 and 3 cities.

• Cube Wealth has seen sharp growth in cities like Indore and Nagpur.

• Platforms like Grip Invest say small-town participation is growing faster than metro sign-ups.

Even banks and legacy financial players are now rethinking distribution-targeting users where digital comfort meets rising ambition.

🔍 Why It Matters:

For decades, financial advisory was stuck in the “elite + urban” mindset.
Now? India’s next 500 million are asking for access, transparency, and customized portfolios-not just one-size-fits-all plans.

This trend:

• Expands India’s investment base

• Enables broader capital market participation

• Ushers in a new era of tech-enabled, goal-oriented wealth building 

💡 What’s Next?

• Regional language advisory content will explode

• AI-based hyper-personalization for rural investors

• Rise of finfluencers from non-metro India

• Micro-investing products built specifically for Bharat

The small town isn’t small anymore-it’s financially curious, digitally active, and ready to grow.

For years, India’s investment ecosystem catered to the top 10%.
But the future of wealth tech may very well be shaped by the next 50%-rising from the bylines of Bhopal, Bhubaneswar, and Belgaum.

Because when access meets aspiration, a silent revolution begins..

ONEZERO-F ACADEMY

What a 400-Year-Old Samurai Can Teach You About Life

What if ancient warrior wisdom could unlock your modern-day success?

Miyamoto Musashi’s 10 timeless discipline rules are more than philosophy-they’re your secret weapon for unshakable focus, emotional mastery, and unstoppable growth.

🧠 1. Accept Everything Just the Way It Is: True peace comes from not resisting life. Whether it’s failure, rejection, or success-learn to observe it without overreacting. Acceptance is not weakness-it's clarity and inner strength.

🎯 2. Do Not Seek Pleasure for Its Own Sake: Don’t chase instant gratification. Whether it's social media likes, junk food, or binge-watching, avoid temptations that derail your growth. Fulfillment comes from discipline, not indulgence.

💡 3. Do Not Rely on Partial Feelings: When your emotions are clouded, your decisions will be too. Think long-term. Trust calm logic over temporary feelings-especially in relationships, business, and life choices.

🌍 4. Think Lightly of Yourself and Deeply of the World: Drop the ego. The world is bigger than you-contribute meaningfully. Humility opens doors to learning, growth, and better relationships.

🔥 5. Be Detached from Desire Your Whole Life Long: It’s not about becoming emotionless-it’s about not letting desire control your actions. Desires come and go. Your discipline should stay.

🕊️ 6. Do Not Regret What You Have Done: Regret is mental quicksand. Learn from the past-but don’t live there. Every mistake was a step toward the warrior you’re becoming.

💚 7. Never Be Jealous: Jealousy poisons your perspective. Someone else’s success doesn’t take away from yours. Stay focused on your own mission, your own pace.

💔 8. Never Let Yourself Be Saddened by a Separation: Life is full of meetings and partings. Hold memories with love, but don’t let them paralyze your future. Carry on with grace.

🛠️ 9. Resentment and Complaint Are Appropriate Neither for Oneself nor Others: Complaining wastes energy. Resentment holds you back. Strong people take responsibility, adapt, and move forward-silently if they must.

❤️‍🔥 10. Do Not Let Yourself Be Guided by the Feeling of Lust or Love: Even powerful emotions like love need boundaries. When your decisions are ruled by intense feelings, logic fades. Stay grounded-passion should be your engine, not your GPS.

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Mohit & the OneZero-F team

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