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India is turning global turbulence into golden opportunities! From Trump’s trade war fallout to booming bullion prices, strategic investments, and major market shakeups-this week is a financial game-changer. Whether it’s tax reforms or bold corporate moves, here’s everything you need to stay ahead.

Let’s dive in!

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Today’s Market Menu

• Focal Point: India's Big Break from Trump’s Trade War

• Markets

• Everything else you need to know today

• Psychology: 3 Powerful Things You Should Always Keep Private

• Supercharge your Investing Skills with this Video

• Stock Screener to up your game

FOCAL POINT

India's Big Break from Trump’s Trade War

​India has a golden opportunity to transform the challenges posed by U.S. President Donald Trump's tariff policies into strategic advantages.

A report by Motilal Oswal highlights how India can leverage these global trade shifts to bolster its economic standing.​

🔍 Diversification of Export Markets
Trump’s aggressive tariff measures, especially targeting China, have created instability in global trade. This gives India a unique chance to position itself as a reliable export hub.

▪️ Strategic shift from China: Many global companies are looking to reduce their dependence on Chinese supply chains due to U.S. tariffs and geopolitical tensions.
▪️ Exploring non-traditional markets: India can tap into new markets across Africa, Southeast Asia, and Latin America to broaden its export base.
▪️ Boosting product variety: From textiles and pharmaceuticals to electronics and auto components, Indian exporters can expand offerings to match global demand.

💸 Attracting Foreign Investment
As companies search for politically stable and economically viable alternatives to tariff-hit nations, India stands tall.

▪️ China+1 strategy in action: Global manufacturers are implementing the "China+1" strategy, looking to diversify production beyond China—and India is a natural fit.
▪️ Startup & tech boom: India's thriving startup ecosystem and digital infrastructure make it highly attractive to investors.
▪️ Ease of doing business improvements: Government initiatives like Make in India and PLI (Production-Linked Incentives) enhance India's investment landscape.

🏭 Enhancing Domestic Manufacturing
Trump's tariffs have pushed nations to rethink supply chains. India can use this disruption to strengthen its own manufacturing backbone.

▪️ Make in India momentum: Leveraging this flagship initiative can help attract big players to set up shop in India.
▪️ Infrastructure upgrades: Expanding ports, logistics parks, industrial corridors, and power facilities will reduce production and delivery bottlenecks.
▪️ SME empowerment: Supporting small and medium manufacturers with easier credit and tech access boosts grassroots industrial growth.

🏛️ Policy Reforms
To capitalize fully, India needs to keep reforming and modernizing its regulatory and economic policies.

▪️ Labor law simplification: Consolidating and updating complex labor laws improves workforce flexibility and encourages hiring.
▪️ Tax reforms & digitization: Simplified GST and digital tax systems promote transparency and reduce compliance burdens.
▪️ Trade agreements & diplomacy: Smart FTAs and improved trade relations can open doors for Indian goods in high-value markets.

FPI ACTION IN 1ST HALF OF MARCH 2025

4 Sectors where FPIs were net Buyers from 01.03.25 to 15.03.25

Top 5 Sectors where FPIs were net Sellers from 01.03.25 to 15.03.25

_{For Full details click here}

MARKETS

​The Indian stock market is on a remarkable six-day rally, with the Nifty 50 surging past 23,658 and the Sensex climbing 1,079 points to close at 77,984. This bullish momentum has propelled India to lead the top 10 global markets, marking its strongest monthly rally in four years. Notably, sectors like banking, capital goods, and IT have seen significant gains.

_{Closing figures as on 24.03.25 (3.30pm IST)}

🔎 In Focus

Sectorial Performance:

🔰 Banking: The banking sector led the rally, with the Nifty Bank index rising by 2.20% to 51,704.95. Notable gainers included Kotak Mahindra Bank, which advanced by 4.67% to ₹2,176.15, and State Bank of India, which saw a 3.66% increase.

🔰Capital Goods: This sector experienced a 1-2% uptick, driven by companies like Larsen & Toubro (L&T), whose shares climbed 1.93% following board approval for a ₹12,000 crore debt-based fundraising plan. ​

🔰 Oil & Gas: The Nifty Oil & Gas index mirrored the broader market's positive sentiment, with gains between 1-2%. ​

🔰 Power: Power sector stocks also rose by 1-2%, with NTPC Ltd. among the top performers, contributing to the sector's strength. ​

🔰 Realty and Telecom: Both sectors recorded gains of 1-2%, reflecting renewed investor confidence across diverse market segments. ​

NIFTY 500: After all Major EMAs are breached!

Promoter Action

Stocks where Promoters Bought from Open Market

Institutional Action

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

_{Click here for detailed data.}

FROM THE FRONTIER

Everything else you need to know today 

💰 Goldrush: Gold prices have climbed to ₹87,750 per 10 grams, while silver has risen to ₹98,340 per kilogram, reflecting heightened global market fluctuations. This surge underscores the enduring appeal of precious metals as safe-haven assets during uncertain times. ​

💡 Tax break: In a significant policy shift, the Finance Bill 2025-26 proposes abolishing the 6% Equalization Levy on online advertising services starting April 1, 2025. This move is poised to benefit major digital platforms and aligns with ongoing international trade negotiations.

🏗️ Powerplay: Larsen & Toubro's shares have risen by 3% to ₹3,515.9 following board approval for a ₹12,000 crore fundraising initiative through debt instruments. This decision aims to bolster the company's financial flexibility for upcoming projects

🚛 Takeover: Mahindra & Mahindra is in discussions to acquire Sumitomo Corp's entire stake in SML Isuzu. If successful, this acquisition could significantly enhance M&M's footprint in the commercial vehicle sector.

🚀 Boomtown: Elara Securities has expressed optimism about the shipping and airport sectors, maintaining a neutral stance on railways and roads. The firm anticipates increased government expenditure in these areas from FY26 onwards.

📝 Order Wins

✅ J. Kumar Infraprojects bags a massive ₹1,020.7 crore CIDCO project to build a coastal road in Navi Mumbai, connecting Kharghar to PMAY housing with a pedestrian underpass.
✅ Diamond Power Infrastructure Ltd secures a ₹214.65 crore order from Adani Green for conductor supply to Gujarat’s Khavda Power Project—execution set by Jan 2026
✅ Rudra Gas Enterprise wins a ₹33.2 crore BPCL contract to lay MDPE pipelines for city gas in West Bengal’s Alipurduar and Coochbehar—targeted for 8-month completion

ONEZERO-F ACADEMY

3 Powerful Things You Should Always Keep Private

In a world obsessed with sharing, Stoic philosophy offers a refreshing reminder-some things are better kept private. This article unveils three powerful areas where silence strengthens the soul and sharpens your focus.

Stoic principles

Good Deeds:
→ Sharing acts of kindness for recognition can taint their true value.
→ Seneca believed the reward lies in doing good, not broadcasting it.
→ Stoicism urges silent service, which strengthens personal virtue.

Personal Struggles:
→ Epictetus taught that dignity in suffering builds resilience.
→ Oversharing hardships can amplify negativity and stress.
→ Choose trusted confidants over public venting for genuine support.

Future Plans:
→ Talking about ambitions can create a false sense of achievement.
→ Stoics like Seneca warned against “announcement bias.”
→ Quiet action often leads to deeper focus and real results.

Modern Relevance:
→ Strategic privacy helps reclaim mental space in a noisy, hyper-sharing era.
→ Encourages a life driven by inner purpose, not external validation.
→ Builds more meaningful, trust-based relationships offline.

This timeless Stoic advice is a refreshing reminder: sometimes the most powerful moments are the ones kept just for ourselves.

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