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As global markets tremble and whispers of a looming recession grow louder, India is making bold moves. From near-record equity buys by domestic funds amid a global sell-off to heated debates around Ola Electric's booking data, there's no shortage of action. Add in gold's glittering return, cement industry shakeups, and a geopolitical chess game featuring Tesla, BYD, and critical minerals-this week’s financial pulse is packed with power plays and pivots.

Dive in to catch the market momentum, policy shifts, and corporate drama redefining the global and Indian economic landscape.

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Today’s Market Menu

• Focal Point: India’s Mutual Funds Double Down During Global Selloff

• Markets

• Everything else you need to know today

• Special: BlackRock CEO Larry Fink Predicts a 20% Market Slide

• Psychology: 10 more simple Micro Habits that can Boost Your Life

• Supercharge your Investing Skills with this Video

• Stock Screener to up your game

FOCAL POINT

India’s Mutual Funds Double Down During Global Selloff

While global markets reeled on Monday, Indian mutual funds made a bold move-almost rewriting the playbook on market contrarianism.

Here's what went down:

📈 Near-Record Investment Surge
Indian mutual funds snapped up ₹121.2 billion ($1.4 billion) worth of domestic stocks in a single day-just shy of their all-time high of ₹132 billion. That’s not just a flex; it's a calculated show of confidence.

🌍 Global Meltdown, Local Optimism
As markets across the globe spiraled amid macroeconomic fears and geopolitical jitters, India’s institutional investors seemed unfazed. Instead of pulling back, they leaned in.

🧠 Strategic Contrarian Play
Picture this: while others were running for cover, Indian funds saw opportunity. This move suggests a long-term bullish outlook on India’s fundamentals-even as short-term chaos unfolds globally.

🏦 Institutional Muscle in Action
The buying spree wasn’t random. It reflects a deeper institutional belief in the resilience of India’s economy-likely fueled by strong domestic demand, steady earnings, and relative political stability.

💬 Why It Matters
Could India become a safe harbor in global financial storms? That’s the question many are now asking. If domestic funds are this confident, retail investors and global watchers might start recalibrating their own views.

MARKETS

Today’s market sentiment is upbeat and full of excitement, with all major indices closing significantly higher. The Sensex jumped 1,089 points, Nifty 50 rose 374 points, and Nifty Bank climbed over 650 points, reflecting strong investor confidence. The real star was the Nifty Midcap 100, which surged more than 1,000 points, signaling robust participation beyond large caps. Overall, the market is buzzing with positivity and anticipation, suggesting that bullish momentum is gaining ground across the board.

_{Closing figures as on 08.04.25 (3.30pm IST)}

🔎 In Focus

Sectorial Performance:

💊 Healthcare: Up +1.99% – Steady rise; Cipla among top performers.
💻 IT & Software: Up +1.76% – Positive sentiment across tech stocks.
🏦 Banks: Up +1.31% – Strong rally across private and public sector banks.
🚗 Auto & Ancillaries: Up +1.63% – Bearings and Auto Ancillaries drove momentum.

✅ Top Gainers

🔼 Jio Financial: +5.29% – Gains on launch of loan-against-securities service.
⌚ Titan Company: +3.31% – Jumped on strong Q4 business update.
💉 Cipla: +3.46% – Buoyed by earnings and positive outlook.
🔧 Bharat Electronics: +3.44% – Rose after ₹2,210 crore defense order win.

🔻 Top Loser
💡 Power Grid Corp: -0.16% – Only major stock in the red, showing market-wide strength.

NIFTY 500: Recovery Mode 🚀 

Institutional Action

_{Provisional Net Figures (Rs. in Crores)}

^{For complete data click here}

FROM THE FRONTIER

Everything else you need to know today 

🛡️ Gold Glimmers Again: As U.S.-China trade war fears resurface, investors are rushing back to gold-the classic safe haven. Prices nudged higher on Monday, reflecting growing anxiety over global economic stability. Could this signal a broader flight to safety?

🔋Ola Electric in Hot Seat: Ola Electric has issued a public clarification after questions arose around its February sales data and booking numbers. As scrutiny mounts, the EV giant finds itself defending credibility just ahead of its IPO. Is transparency now the real currency in India’s EV race?

🏗️Cementing a Deal: Nuvoco, one of India’s top cement players, is reportedly tapping private credit to fund a strategic acquisition. In a high-interest rate world, private loans are becoming the new power tool in the M&A playbook. Is this how India's next growth wave gets built?

🤝Indonesia Sweetens the Deal: Indonesia just rolled out trade concessions for the U.S., signaling a pivot towards deeper economic ties. This move could reshape regional supply chains-and may just be Jakarta’s way of courting Washington’s favor in a multipolar trade arena.

📉The Trump Bottom?: Ace investor Prashant Khemka suggests we might be witnessing a market bottom, catalyzed by Trump’s potential return. Whether it's optimism or volatility driving this, Wall Street seems to be hedging its bets on political winds.

🚗India Steers Away from China, Courts Tesla: India has hit pause on BYD’s expansion while fast-tracking overtures to Tesla. With Elon Musk rumored to visit this month, it’s clear Delhi is playing geopolitical chess-EV style. Will Tesla plug into India before BYD gets a second chance?

🔋India's Recycling Push for Critical Minerals: India is gearing up to formalize incentives for recycling critical minerals-think lithium, cobalt, and rare earths-by year-end. As the global resource race heats up, this move could turn India into a key node in the green tech supply chain. Could waste be the new wealth?

📝 Order Wins

✅ Medico Remedies lands a $1.9M order from the Dominican Republic for pharma supplies, accelerating its global expansion momentum.

✅ Desco Infratech bags a ₹11.86 Cr contract from BPCL for gas distribution in Bahraich, boosting its infrastructure footprint.

✅ Ashapuri Gold Ornament Ltd sparkles with a fresh ₹11 Cr order from top Indian retail chains at the 2025 Gem & Jewellery Show-set for delivery within 90 days!

Fund Raising

✅ Paisalo Digital gears up for a massive capital raise of up to ₹2,700 Cr via equity and bonds, alongside key board appointments-supercharging its growth game!

Special

BlackRock CEO Larry Fink Predicts a 20% Market Slide

⚠️ “We Are in a Recession Right Now” - Larry Fink’s Stark Warning

BlackRock CEO Larry Fink just dropped a truth bomb that’s got Wall Street buzzing. In a recent talk at the Economic Club of New York, he didn’t mince words about where the U.S. economy stands-and where the markets might be headed.

Fink’s Speech:

• “We’re Already in a Recession”
  Fink believes the U.S. economy isn’t on the verge of a recession-it’s already in one. And this time, it’s not about textbook definitions or quarterly GDP; it’s about what people and businesses are feeling on the ground.

• Another 20% Market Slide Is Possible
  His most eye-opening claim? The stock market could fall another 20%. That’s a chilling scenario for investors who were hoping the worst was behind us after 2022’s volatility.

• CEOs Are Feeling It Too
  Fink says many CEOs he speaks with are already adjusting strategies based on the belief that we’re in recession territory. For him, that’s a bigger signal than any economic model.

• Trade War Tensions Are Adding Fuel
  Rising tariffs and geopolitical uncertainty-particularly the escalating U.S.-China trade issues-are compounding the slowdown. It’s not just market psychology anymore; these are structural shocks.

• Opportunity in the Chaos?
  Despite the bleak outlook, Fink isn’t all doom and gloom. He sees potential long-term value in current market levels-suggesting this downturn could be a buying opportunity for those with patience.

🤔 What This Means for Founders and Investors:

• If you're a startup founder, tighten your runway. Fundraising might slow down further.

• If you're an investor, look beyond the panic. Corrections can open doors for long-term plays.

• If you're in fintech, EVs, or AI-watch macro signals closely. Even strong sectors can wobble in a recession.

💡 Final Thought:
Are we bracing for another wave of panic-or a strategic shakeout where only the leanest, smartest players thrive? Either way, Larry Fink’s message is clear: the tide has turned. Are you ready to swim?

ONEZERO-F ACADEMY

10 Simple Micro Habits That Can Boost Your Life

These 10 micro habits are tiny, daily actions that can lead to big improvements in your life. They help boost focus, mood, health, and relationships without requiring major effort. Easy to start and stick with, these habits prove that small steps really do add up to meaningful change.

🛏️ Make Your Bed Every Morning: A neat bed gives your brain a sense of control and order. It’s a tiny act of discipline that sets a productive tone for the day-plus, it makes your room instantly look better.

📆 Plan Tomorrow Tonight: Before going to bed, write down your top 2–3 tasks for the next day. This helps clear mental clutter, reduces morning stress, and lets you hit the ground running.

🧘 3 Deep Breaths Before a Task: When you feel scattered, pause. Inhale deeply through your nose, hold, then exhale slowly. Doing this three times centers your focus and lowers anxiety instantly.

🕒 Set a 25-Minute Timer (Pomodoro): Work for 25 minutes, then take a 5-minute break. This trick fights procrastination and keeps your brain fresh. Perfect for tasks that feel overwhelming.

🧹 Clean One Surface Daily: Just pick one thing-a desk, a shelf, or a countertop-and clean it. It’s a low-effort way to stay organized and avoid the “where do I start?” cleaning panic.

🔕 Mute Unnecessary Notifications: Constant dings distract you more than you realize. Turn off non-essential app alerts-your focus and peace of mind will thank you.

📚 Review One New Word a Day: Look up one new word (from a book, article, or dictionary app). It keeps your brain sharp and builds communication skills over time without pressure.

🎧 Listen to Uplifting Music in the Morning: Play a feel-good song while you get ready. Music boosts dopamine, energizes you, and improves your mood for hours.

👟 Walk for 5 Minutes After Eating: A short post-meal walk helps digestion and prevents sluggishness. It’s also a great chance to clear your head and move a little more.

🌅 Step Outside for Sunlight: Spend a few minutes in natural light, especially in the morning. Sunlight resets your body clock, enhances mood, and improves sleep at night.

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