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Today’s Market Menu

• Focal Point: Supreme Court Blocks JSW’s ₹19,700 Cr Buyout - Trouble for Bankruptcy Laws?

• Markets

• Everything else you need to know today

• Special: Powell vs. Pressure: Fed Expected to Hold Rates Despite Trump’s Push

• Psychology: How to build mental resilience without burnout, all in just 5 minutes a day

• Supercharge your Investing Skills with this Video

• Stock Screener to up your game

FOCAL POINT

Supreme Court Blocks JSW’s ₹19,700 Cr Buyout - Trouble for Bankruptcy Laws?

In a major legal shakeup, India’s Supreme Court has nullified JSW Steel’s ₹19,700 crore acquisition of Bhushan Power and Steel, three years after the deal was finalized. The court cited procedural irregularities during the insolvency process and instead ordered Bhushan’s liquidation. This unprecedented ruling has rattled India’s corporate and financial sectors, as it challenges the credibility of the Insolvency and Bankruptcy Code (IBC) and raises alarm bells for future distressed asset resolutions.

The government is moving quickly to manage the fallout. M. Nagaraju, Secretary of the Department of Financial Services, confirmed that urgent consultations with lenders and legal experts are underway. Meanwhile, markets responded sharply, JSW Steel’s stock fell 5.5% on Friday and another 1% on Monday, reflecting investor unease.

This verdict not only disrupts JSW’s long-closed acquisition but also creates deep uncertainty for creditors, some of whom have already been repaid. More broadly, it puts a spotlight on the consistency and enforceability of India’s bankruptcy framework, an essential pillar for foreign and domestic investors.

MARKETS

The bulls took charge today! The Sensex climbed 294 pts to close at 80,796, and the Nifty 50 surged 114 pts, settling at 24,461. While Bank Nifty saw mild profit booking, dipping 195 pts, the real fireworks came from the Midcap 100, which rallied a whopping 970 pts (+1.81%), signaling strong investor appetite in broader markets. All eyes now on whether this midcap momentum continues tomorrow!

_{Closing figures as on 05.05.25 (3.30pm IST)}

🔎 In Focus

Stock Performance:

Top Gainers

✅ Adani Enterprises (+7.03%) Big surge! Strong volumes backed this rally, Adani group showing major strength.
✅ Adani Ports (+6.31%) Shipping profits ahead? Traders bet big as volumes spiked over 14M shares.
✅ Trent (+4.32%) Fashion-forward and investor-loved! Retail momentum keeps Trent trending higher.
✅ Shriram Finance (+4.08%) Solid traction in NBFC space; bulls are eyeing the next financial outperformance.

Top Losers

🔻 Kotak Mahindra Bank (−4.59%) Major fall! Investors cautious amid management transition and regulatory noise.
🔻 JSW Steel (−1.82%) Supreme Court shock on Bhushan deal pulls the stock down, uncertainty ahead.
🔻 ONGC (−1.73%) Oil plays under pressure as crude market remains volatile.
🔻 SBI (−1.25%) Heavyweight takes a breather, profit booking after recent highs.

NIFTY 500: Green Wave

Q4 RESULTS

^{Click on company name for result pdf} 

FROM THE FRONTIER

Everything else you need to know today

🏦 IDBI Bank: Privatization Picks Up Pace: India’s IDBI stake sale is back in focus, with the government targeting a 2025 closure. This marks a key move in PSU reform and could reignite investor interest in disinvestment stories.

📉 Kotak Mahindra: Sentiment Sours: Kotak Bank slid 4% as brokerages raised red flags on slow deposits and leadership transition risks.

💰 Gold: Calm Before the Fed?: Gold’s bounce signals investor nerves ahead of the Fed’s rate decision this week. After a choppy week, safe-haven buying is back in fashion.

🚢 Adani Ports: Rally Amid Resistance: Adani Ports jumped 5% as the group sought legal relief in the Gautam Adani case. The move hints at a larger fight to restore investor faith post-Hindenburg.

📊 Market View: Dip, Don’t Chase: Abhay Agarwal urges caution, skip the FOMO and stick to “buy-the-dip.” He warns against calling a bottom in this volatile phase. For smart investors, discipline might just beat direction.

SPECIAL

Powell vs. Pressure: Fed Expected to Hold Rates Despite Trump’s Push

In a moment charged with economic tension and political noise, all eyes are on Federal Reserve Chair Jerome Powell as he prepares for the next policy decision. Despite growing pressure from former U.S. President Donald Trump, who has vocally urged for rate cuts ahead of the 2024 election, Powell is expected to stand firm and keep interest rates unchanged.

Why the hesitation? While the U.S. economy is showing signs of a slowdown, inflation remains sticky. Powell appears determined not just to tame prices, but to preserve the Fed’s institutional independence. Cutting rates too soon could send a dangerous message, that the Fed is bowing to political influence instead of responding to economic fundamentals.

Markets are eager for a pivot, but Powell is playing the long game. His strategy centers on credibility over short-term comfort, anchoring expectations rather than swaying with sentiment. That stance carries global consequences, especially for emerging economies like India, where Fed rate decisions directly impact currency movements, capital flows, and investment strategies.

With U.S. elections looming and political drama intensifying, Powell’s steady hand could either solidify his reputation as a data-driven leader, or draw fire for being overly cautious. For now, investors, economists, and world leaders alike are watching closely as Powell holds the line between data, diplomacy, and disruption.

ONEZERO-F ACADEMY

Discipline in 5 Minutes: Build Mental Resilience Without Burnout

Discipline isn’t about grinding, it’s about daily alignment. In just five focused minutes, you can build a powerful mindset that sticks.

✅ Start with Clarity: Begin each morning with a quiet check-in: “What does success look like today?”

✅ Track One Tiny Win: Pick a small, repeatable task. Nail it daily. Momentum > motivation.

✅ Reset Your Nervous System : A few deep breaths or a short meditation helps calm the chaos and sharpen your focus.

✅ Visualize It: Mentally rehearse staying committed, even when distractions hit.

✅ Reflect to Refine: End the day with one question: “What worked, and what didn’t?”

💭 Discipline isn’t built in hours, it’s built in minutes. Will you claim five of yours?

SUPERCHARGE YOUR INVESTING SKILLS

How to Invest Small Amounts of Money | Charlie Munger

STOCK SCREENER TO UP YOUR GAME

Coffee Can Portfolio

by Ashutosh

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Mohit & the OneZero-F team

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