India’s zero-tariff trade deal floated to U.S., says Trump

Welcome Back Investor!

Former U.S. President Donald Trump has taken aim at Apple’s ongoing shift of iPhone production to India, signaling potential tension ahead. As Apple strategically expands its manufacturing footprint beyond China, Trump’s comments raise questions about the political and economic implications of this pivot. With India playing a larger role in Apple’s plans, the stage is set for a geopolitical tug-of-war in the tech world.

Let’s dive in!

But before we start!

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Today’s Market Menu

▪️ Focal Point: India’s Zero-Tariff Pitch to U.S. - Smart Strategy or Political Spin?

▪️ Markets

▪️ Everything else you need to know today

▪️ Phycology: Why the Rich Treat Time Like Their Most Valuable Asset

▪️ Special: Large-Caps: The Smart Money’s Next Pivot?

▪️ Stock Screener to up your game

FOCAL POINT

India’s Zero-Tariff Pitch to U.S. - Smart strategy or Political spin?

At a recent campaign rally, former U.S. President Donald Trump revealed a surprising claim: India has allegedly offered a trade deal with zero tariffs for the U.S. If accurate, this signals a bold shift in India’s economic diplomacy, potentially resetting the rules of engagement between two of the world’s largest democracies.

Zero-tariff deals are rare, especially between major economies. For India, this could be a strategic move to woo U.S. investment, strengthen bilateral ties, and present itself as a credible alternative to China in global supply chains. The timing is crucial, with tech giants like Apple already expanding their manufacturing base in India.

Regardless of political context, the implications are massive. A zero-tariff deal could reduce trade friction, open new export markets, and catalyze sectoral growth across defense, tech, and manufacturing. Global investors will be watching closely, as this could mark a historic shift in U.S.-India trade dynamics.

MARKETS

Indian markets witnessed a strong rally across the board! The Sensex surged 1,200 points (+1.48%) to cross 82,500, while the Nifty 50 jumped 395 points (+1.60%) to close above 25,000 - a new milestone. Bank Nifty also joined the momentum, gaining 554 points (+1.01%). Even the Midcap 100 index added over 394 points (+0.70%), reflecting broad-based buying interest. Bulls dominated the session, signaling solid investor confidence and strong market sentiment.

_{Closing figures as on 15.05.25 (3.30pm IST)}

🔎 In Focus

Stock Performance:

Top Gainers

✅ Hero MotoCorp: Zoomed +6.34% to ₹4,325 Gained ₹257.80, Strong bullish sentiment in auto space.
✅ JSW Steel: Jumped +4.95% to ₹1,038.30 Up by ₹49, Metal momentum stays hot!
✅ Tata Motors: Rose +4.17% to ₹728.10 Gained ₹29.15, Auto bulls continue their rally!
✅ Trent: Climbed +4.02% to ₹5,577.50 Up ₹215.50, Retail stock showing strength and style!

Top Losers

🔻 IndusInd Bank: Slight dip of -0.11% to ₹780.50 Lost ₹0.85, Minor correction amid broad market cheer.

NIFTY 500: Rally On

Q4 RESULTS

^{Click on company name for result pdf} 

FROM THE FRONTIER

Everything else you need to know today

💰 Reliance’s Mega Loan: Reliance just clinched a $2.9B loan, the biggest in India since 2023! It’s gearing up for refinancing and expansion moves that could shake up multiple sectors.

📈 NSE Shareholder Surge: NSE’s unlisted share count has crossed 1 lakh, with stock prices rallying 30% in a year. Buzz is building ahead of a potential IPO, retail eyes are watching closely.

🏦 RBI Rate Cut Hints: Experts hint the RBI might slash rates by 75 bps in FY26 as inflation chills out. Cheaper credit could mean a growth boost for startups and borrowers alike.

⚖️ Vodafone Idea’s ₹30K Cr Plea: Vi has knocked on the Supreme Court’s door, seeking a ₹30,000 Cr AGR dues waiver. With a May 19 hearing set, it’s a do-or-die moment for the struggling telco.

🔍 SEBI Eyes IndusInd: SEBI is probing IndusInd Bank officials over alleged insider trading tied to client firms. A fresh compliance storm may be brewing in India’s financial corridors.

SPECILA 

Large-Caps: The Smart Money’s Next Pivot?

For years, small and midcap stocks dominated headlines with their explosive returns. But JM Financial now signals a quiet shift, large-caps are starting to look like undervalued gems.

Why? Valuations in mid and smallcaps have soared, while many large-cap names in banking and FMCG remain attractively priced despite strong fundamentals. This rare inversion in value has institutional investors eyeing a potential “mean reversion”, a return to quality, stability, and risk-adjusted returns.

Large-caps offer more than size, they bring balance sheet strength, earnings predictability, and resilience in volatile markets.

Smart money is watching.

ONEZERO-F ACADEMY

Why the Rich Treat Time Like Their Most Valuable Asset

Ever wonder how the ultra-wealthy manage to get so much done with the same 24 hours? It’s not hustle, it’s strategy. High performers treat time as their most valuable currency and follow a clear set of principles to protect it.

🕒 10 Time Rules of the Wealthy - Simplified

1. Say No: If it’s not a clear yes, it’s a no.
2. Focus on Impact: Prioritize long-term value over quick wins.
3. Time-Block Everything: Schedule your day like a CEO.
4. Avoid Time Debt: Don’t overload your future self.
5. Delegate Smartly: Only do what needs your brain.
6. Guard Your Mornings: Use peak hours for deep work.
7. Batch Tasks: Group similar work to stay sharp.
8. Set Boundaries: Define your limits and stick to them.
9. Build Systems: Routines beat willpower.
10. Reflect Weekly: Review, learn, and tweak.

SUPERCHARGE YOUR INVESTING SKILLS

The Best Investment You Can Make Is in Yourself

STOCK SCREENER TO UP YOUR GAME

Companies with good financials and moderate debt

by Aasvaada

Current price < 50 AND
Market Capitalization > 100 AND
Altman Z Score > 3 AND
Piotroski score > 3 AND
Graham AND
Volume > 50000 AND
Profit growth > 
Debt = 0 AND
Total Assets

Thanks for reading.

Until tomorrow!

Mohit & the OneZero-F team

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