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After a shaky start to the week, India’s stock markets roared back. Both the Nifty and Sensex snapped a two-day losing streak, each surging over 1%, offering investors a much-needed breather. With momentum picking up, many are wondering: could this rebound ignite a May rally and reset

Let’s dive in!

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Today’s Market Menu

• Focal Point: India Flexes Strategic Muscle with $7.4 Billion Rafale Deal

• Markets

• Everything else you need to know today

• Mindset: The Ultimate trading classic that never gets old

• Supercharge your Investing Skills with this Video

• Stock Screener to up your game

FOCAL POINT

India Flexes Strategic Muscle with $7.4 Billion Rafale Deal

India has just signed a $7.4 billion defense deal with France to acquire 26 Rafale fighter jets, marking a significant boost to its military capabilities.

But this isn’t just about upgrading hardware, it’s a strategic signal.
The move deepens India’s defense and diplomatic ties with France, positioning it more firmly on the evolving global chessboard amid rising regional and international tensions.

With airpower, partnerships, and geopolitics increasingly intertwined, India’s latest move suggests it’s not just playing defense, it’s shaping its path as a dominant force in the new world order.

MARKETS

The bulls took charge today as Sensex soared past 80,000, jumping 1,005 points (+1.27%), while Nifty 50 climbed 289 points (+1.20%) to hit 24,328. Bank Nifty and Midcap 100 also joined the rally, surging 1.41% and 1.62% respectively. Strong momentum across sectors signals rising investor confidence, the markets are clearly in celebration mode!

_{Closing figures as on 28.04.25 (3.30pm IST)}

🔎 In Focus

Stock Performance:

Top Gainers

✅ Reliance (+5.26%) Power-packed rally as Reliance leads the charge with strong volume and momentum.
✅ Sun Pharma (+3.03%) Pharma giant shines bright with healthy gains amid sector optimism.
✅ JSW Steel (+2.53%) Steel demand buzz keeps JSW in the green, riding the industrial wave.
✅ Bharat Electronics (+2.50%) Defense and electronics boost continues to fuel Bharat Electronics’ rally.

Top Losers

🔻 Shriram Finance (-5.07%) Heavy drop as Shriram Finance struggles under pressure.
🔻 HCL Tech (-1.83%) Tech blues continue to weigh down HCL amidst cautious sector moves.
🔻 UltraTech Cement (-1.01%) Cement giant sees minor cracks as UltraTech slips slightly.
🔻 Eternal (-0.70%) Mild dip for Eternal, tracking sector consolidation.

NIFTY 500: Green Rally ✅

Q4 RESULTS

^{Click on company name for result pdf} 

FROM THE FRONTIER

Everything else you need to know today 

🔄 Plot Twist: Like a plot twist in a financial thriller, global funds have reversed course, pumping money back into Indian equities after a shaky April. With India’s economy showing few signs of cooling, could investors be getting ready for a fresh gold rush?

🚀 Market Igniter: Reliance Industries lit up the markets after a smashing Q4 performance, beating both profit and revenue forecasts. Brokerages aren’t just optimistic, they're practically pounding the table on Reliance’s future upside.

⚡ EV Shockwave: Ather Energy’s IPO debut sent shockwaves through the EV sector, buoyed by a strong grey market buzz. As India’s appetite for clean tech accelerates, could Ather be the next Tesla-in-the-making?

🔍 Retail Investors: Even as FIIs return, retail investors are quietly pulling back, a move that hints at brewing caution. Market veterans are waving yellow flags over auto, IT, and FMCG stocks.

🚢 Shipping Sector Boost: India’s Cabinet is reportedly gearing up to launch a ₹25,000 crore fund aimed at supercharging the shipping sector. Think of it as laying down a new Silk Route, only this time, it’s India plotting a bigger piece of the global trade pie.

💰 Fund Raising

✅ IRFC posted a strong FY25 performance with a ₹6,502 crore net profit and announced plans to raise ₹60,000 crore in FY26 through bonds and loans to fund Indian Railways' growth.

ONEZERO-F ACADEMY

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🧠 A Masterclass in Human Nature: Fear, greed, hope, this book holds up a mirror to the emotions that still drive markets today.

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SUPERCHARGE YOUR INVESTING SKILLS

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STOCK SCREENER TO UP YOUR GAME

Best CAGR Stocks

by Sudarsan

Sales growth 10Years > 15 AND
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Your Wish is my Command!

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Mohit & the OneZero-F team

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