Welcome Back Investor!

This week, Dalal Street served us a full thali of surprises-a Rs 25,000 crore PLI booster, global trade spice, and some real heat from the auto and tech worlds! Whether it’s Chris Wood reshuffling his portfolio, Trump’s tariff tantrums, or BYD zooming into India’s EV scene, it’s all happening—and we’re here to decode the drama, one headline at a time.

So grab your chai ☕ and scroll on to catch up with the most masaledaar market moves of the week.

Let’s dive in!

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Today’s Market Menu

• Focal Point: India Powers Up! PLI Scheme Set to Supercharge Electronics Manufacturing

• Markets

• Everything else you need to know today

• Psychology: 10 game-changing differences between the wealthy and the broke

• Supercharge your Investing Skills with this Video

• Stock Screener to up your game

FOCAL POINT

India Powers Up! PLI Scheme Set to Supercharge Electronics Manufacturing

The government just dropped a game-changing ₹25,000 crore PLI scheme to fire up domestic manufacturing of electronic components. From batteries to chipsets, this move is set to electrify India’s position as a global electronics powerhouse!

💡 Key Highlights You Shouldn't Miss!🔰

🧩 What’s Covered?
The scheme targets vital parts like batteries, display panels, camera modules, semiconductors, and printed circuit boards (PCBs)-the heartbeat of every smart gadget!

💰 Massive Investment Potential
The initiative is expected to attract investments between ₹40,000 crore to ₹45,000 crore from global and domestic players, fueling massive industrial growth.

📈 Growth on Steroids
India’s electronics output has skyrocketed, crossing $115 billion in 2024. The new PLI scheme will only push this number higher, with big players like Apple and Samsung leading the charge.

🤝 Global Collaborations on the Horizon
Indian EMS firms are already seeking partnerships-yes, even with Chinese companies -to scale faster under this scheme. Each proposal will be vetted on merit by the government.

📋 Cabinet Cleared, Budget Ready
The proposal, fine-tuned by the Ministry of Electronics & IT (MeitY), got a nod from the Finance Ministry and is now locked in for rollout during the Union Budget 2025.

🛠️ What It Means for You?
This scheme means more jobs, better tech infrastructure, and a stronger “Atmanirbhar Bharat” push! It's a win for businesses, consumers, and the economy.

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MARKETS

​Indian stock markets experienced a volatile session, with key indices closing in the red. The Sensex declined by 191.51 points (0.25%) to settle at 77,414.92, while the Nifty 50 dropped 72.60 points (0.31%), ending at 23,519.35. Despite this downturn, sectors like FMCG and oil & gas outperformed, providing a silver lining amid the broader market weakness.

_{Closing figures as on 28.03.25 (3.30pm IST)}

🔎 In Focus

Sectorial Performance:

💻 IT Crash Zone
The IT sector led the losers, down ~1.3% as global tech demand uncertainty looms.
Wipro was the worst performer (-3.66%), followed by HCLTech (-2.31%) and Infosys (-2.05%).
Selling was triggered by weak global cues and margin compression fears.

🚗 Auto Sector Skids
Mahindra & Mahindra fell sharply due to trade-related tensions and possible tariff impact.
The broader auto index was down nearly 0.8%, reflecting caution from investors.

🏦 Financials & Banks
The Bright Spot Bucking the trend, Kotak Mahindra Bank jumped 2.% and ICICI Bank rose 0.88%.
Banking held the market from a steeper fall as investors rotated into financials.

🛢️ Oil & Gas: Mixed Bag
ONGC surged on rising global crude optimism.
Reliance dipped 0.24%, underperforming peers due to muted refining outlook.

🍫 FMCG Gains
Tata Consumer led the gains, reflecting strong domestic consumption trends.
FMCG stocks saw buying interest as a defensive bet to close FY strong.

💥 Top Gainers

✅ Tata Consumer Products- 1001.90 (+2.91%)
✅ Apollo Hospitals- 6616.20 (+1.91%)
✅ Kotak Mahindra Bank- 2171.20 (+2.00%)
✅ ONGC- 246.38 (+1.74%)

📉 Top Losers

🔻 Wipro - 262.25 (-3.66%)
🔻 IndusInd Bank- 649.85 (3.52%)
🔻 Shriram Finance- 656.00 (-3.32% )
🔻 Cipla- 1442.20 (-2.74%)

NIFTY 500: Chart Masala 🌶️

Promoter Action

Stocks where Promoters Bought from Open Market

FROM THE FRONTIER

Everything else you need to know today 

🔁 ShiftMode: Chris Wood is doubling down on India's growth story, ramping up investments in Macrotech, DLF, MakeMyTrip, and Zomato. Meanwhile, he's trimming down on Axis Bank and U.S. holdings - sending a clear bullish signal on India's booming consumption and real estate themes.

⚠️ TariffShock: Nomura flags red alerts for Indian auto exporters as Trump's proposed tariffs loom. Tata Motors and Bharat Forge may face margin pressure, logistical hiccups, and policy uncertainties - raising stakes for India Inc’s global ambitions.

🤝 DealDance: India rolls out tariff sweeteners on U.S. farm goods like almonds and cranberries, hoping to smoothen trade ties and lock in long-term wins. This could reset the stage for a refreshed Indo-US trade dynamic.

💸 GasGain: India’s gas pipeline major GAIL is all set to cash in-literally-with a Rs 20 tariff hike projected to generate Rs 3,400 crore annually. That’s a pipeline of profits fueling future infrastructure.

⚡ EVStorm: BYD is ready to electrify India! With a new plant in the pipeline, the EV giant eyes deeper market penetration with more wallet-friendly models. Expect a surge in green mobility and EV adoption.

📝 Order Wins

✅ BHEL bags a massive ₹11,800 Cr EPC order for a 2x660 MW thermal power plant in Korba, powering up India’s energy future.
✅ Ashok Leyland wins ₹700+ Cr defence contracts to supply high-mobility logistics vehicles, boosting military strength.
✅ HBL secures ₹499 Cr orders for implementing the advanced KAVACH train safety system across key railway zones.
✅NBCC awarded ₹82 Cr project to revamp Lokpal's Vasant Kunj premises, strengthening its role in government infra.

ONEZERO-F ACADEMY

10 game-changing differences between the wealthy and the broke

Ever wonder why some people build wealth while others stay stuck financially? 🤔 It’s not just about how much you earn - it’s about how you think, spend, and plan.

💸 Let’s dive into what truly sets them apart!

🧠 Growth Mindset vs. Fixed Limitations
Wealthy individuals embrace challenges and believe in self-improvement, while the broke often feel limited by their circumstances.

📅 Strategic Planning vs. Reactive Living
Rich people set clear financial goals and plan ahead; broke individuals tend to live paycheck to paycheck without a roadmap.

💸 Financial Discipline vs. Impulsive Spending
Wealth is built through budgeting and restraint - broke mindsets chase instant gratification and overspend.

🏠 Asset Investment vs. Consumption Habits
The wealthy invest in things that generate income; the broke often spend on things that depreciate or offer no return.

🎲 Calculated Risk-Taking vs. Fear of Failure
Rich people study and take smart risks; the financially stuck avoid risk or dive in unprepared.

📚 Lifelong Learning vs. Educational Stagnation
Wealthy individuals keep learning and adapting—broke ones stop evolving after formal education.

💳 Strategic Debt Management vs. Debt Traps
The wealthy use debt to grow (like investing in businesses); the broke fall into high-interest consumer debt cycles.

💼 Multiple Income Streams vs. One Paycheck Dependency
Wealthy folks diversify - real estate, investments, businesses. The broke often depend solely on a job.

🤝 Value Networking vs. Social Hesitation
Rich people build strong, valuable networks. Those stuck financially often avoid or undervalue connections.

⏳ Long-Term Vision vs. Instant Gratification
Wealth builders think ahead - years, even decades. The broke want quick wins and often sabotage their future.

SOCIAL MEDIA SPEAKS

SUPERCHARGE YOUR INVESTING SKILLS

5 Habits You Must Adopt Everyday to Become a Billionaire | Elon Musk

STOCK SCREENER TO UP YOUR GAME

Bluest of the Blue Chips

by Arunr Bits

(Market Capitalization > 3000) AND
(Average return on equity 5Years > 20) AND
(Debt to equity < 1.5) AND
(Interest Coverage Ratio > 2) AND
( PEG Ratio <= 1) AND
(Profit growth 5Years > 20)

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Mohit & the OneZero-F team

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