India’s Chip dream gets sharper: 6th semiconductor plant approved in Jewar

Welcome Back Investor!

India’s wholesale inflation dropped to a 13-month low of 0.85% in April 2025, driven by an 18% fall in vegetable prices and a 2.18% dip in fuel costs. This sharp slide from March’s 2.05% beat expectations and signals easing input cost pressures. With retail inflation staying below the RBI’s 4% target for three consecutive months, the environment may be ripe for policy easing. All eyes are now on the central bank’s next move.

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Today’s Market Menu

▪️ Focal Point: India’s Chip Ambitions Take Shape: 6th Semiconductor Plant Cleared for Jewar

▪️ Markets

▪️ Everything else you need to know today

▪️ Phycology: Why Financial Discipline is the Real Wealth Builder in 2025

▪️ Stock Screener to up your game

FOCAL POINT

India’s Chip Ambitions Take Shape: 6th Semiconductor Plant Cleared for Jewar

The Union Cabinet has approved the country’s sixth semiconductor fabrication plant, a cutting-edge ₹3,706 crore venture in Jewar, Uttar Pradesh. This isn’t just another factory, it’s a strategic play backed by a joint collaboration between HCL and Foxconn, two giants with serious chip-making muscle.

So, what’s cooking inside?
The tiny chips that power screens in your smartphones, laptops, and automobiles. With a production capacity of 20,000 wafers and 36 million chips every month. The unit is expected to generate over 2,000 direct jobs, while also fueling the local economy in Uttar Pradesh’s upcoming tech corridor.

MARKETS

The bulls took charge today with the Sensex climbing 182 points to 81,330 and Nifty 50 rising 88 points to 24,666. While the Nifty Midcap 100 stole the show with a sharp 615-point rally (+1.11%), the Bank Nifty slipped 139 points, hinting at profit booking in financials. Overall, it's a solid session for broader markets, midcaps are roaring, but banks are tapping the brakes.

_{Closing figures as on 14.05.25 (3.30pm IST)}

🔎 In Focus

Stock Performance:

Top Gainers

✅ Tata Steel: Up ₹5.88 (+3.93%) Metal rally in full swing, Tata Steel shines as global demand firms up.
✅ Shriram Finance: Down ₹18.35 (+2.90%) NBFCs stay hot, Shriram surges on strong lending optimism.
✅ Bharat Electronics (BEL): Up ₹8.60 (+2.56%) Defense play delivers, BEL powers up on fresh order buzz.
✅ Hindalco: Up ₹15.80 (+2.49%) Aluminium giant heats up, Hindalco climbs on commodity strength.

Top Losers

🔻 Asian Paints: Down ₹42.30 (-1.82%) Profit booking hits hard; investors brush off the paint giant after a recent rally.
🔻 Cipla: Down ₹25.30 (-1.66%) Pharma feels the pressure, weak sentiment drags down this defensive bet.
🔻 Tata Motors: Down ₹8.75 (-1.24%) Auto stocks hit the brakes, likely reacting to global EV uncertainty.
🔻 Kotak Mahindra Bank: Down ₹23.20 (-1.10%) Private banks stay under stress, Kotak slides as profit-taking continues.

NIFTY 500: Sector Shuffle

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Q4 RESULTS

^{Click on company name for result pdf} 

FROM THE FRONTIER

Everything else you need to know today

🏛️ Powerplay: Mukesh Ambani reportedly held closed-door talks with Donald Trump and Qatar’s Emir in Doha. The high-profile meeting hints at potential global strategic shifts for Reliance.

✈️ Jet Boom: Rising Indo-Pak tensions are fueling a rally in Rafale-maker Dassault Aviation’s stock. With defense sentiment heating up, the stock is nearing all-time highs.

🎨 Paint Exit: Reliance plans to divest its stake in the Asian Paints JV for a glossy $1.3B. A strategic exit to double down on faster-growth segments.

🌐 Trade Tension: After Operation Sindoor, diplomatic heat may hit trade and tourism with Turkey. Geopolitics may soon spill over into business corridors.

ONEZERO-F ACADEMY

Why Financial Discipline is the Real Wealth Builder in 2025

In a world obsessed with quick wins and viral trends, wealth in 2025 won’t be built on hype, it’ll be built on habits. Financial discipline is your superpower. It’s not about complex strategies; it’s about showing up daily, saving, budgeting, and investing with intention.

Start with small moves: automate savings, set non-negotiable money goals, and learn to delay gratification. Budgeting apps, weekly money check-ins, and a clear vision can act like your financial fitness coach, keeping you consistent.

The golden rule? Spend less than you earn. Invest the rest.

Each disciplined choice you make today, whether it’s skipping that impulse buy or redirecting extra cash into a SIP, is a gift to your future self. It’s not about overnight success. It’s about building wealth that lasts.

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STOCK SCREENER TO UP YOUR GAME

GARP Stocks

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Market Capitalization > 1000 AND
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Thanks for reading.

Until tomorrow!

Mohit & the OneZero-F team

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