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India is capturing the world’s attention-and for all the right reasons. From bold investments in auto manufacturing and strategic financial reforms to energy efficiency breakthroughs and global stock endorsements, the nation is racing ahead. Plus, as the U.S. teeters on the edge of a potential recession, India’s economic resilience and youthful vigor may turn it into the global growth engine of 2025. Dive into this power-packed newsletter featuring the week’s most impactful business stories from India

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Today’s Market Menu

• Focal Point: Why India Could Win Big If the U.S. Hits a Recession

• Markets

• Everything else you need to know today

• Psychology: How Hidden Hormones Secretly Shape Your Trading Decisions

• Supercharge your Investing Skills with this Video

• Stock Screener to up your game

FOCAL POINT

Why India Could Win Big If the U.S. Hits a Recession

In a recent analysis, Bernstein posits that India could emerge as a significant beneficiary if the U.S. economy were to enter a recession. This perspective is grounded in several key factors that highlight India's economic resilience and potential to attract increased investment during global economic downturns.​

🛡️ India's Economic Resilience Amidst Global Challenges

📊 Robust Domestic Consumption: India's economy is heavily driven by domestic consumption, which constitutes a substantial portion of its GDP. This reliance on internal demand insulates the country from external economic shocks, such as a U.S. recession, more effectively than economies that are export-dependent.​
🧩 Diverse Economic Structure: The Indian economy boasts a diverse mix of industries, including information technology, pharmaceuticals, manufacturing, and agriculture. This diversification reduces vulnerability to sector-specific downturns and contributes to overall economic stability.​

💰 Attractiveness to Global Investors During a U.S. Recession

🌎 Shift in Investment Flows: A recession in the U.S. often prompts global investors to seek alternative markets to mitigate risks and pursue growth opportunities. India's stable economic indicators and growth potential position it as an attractive destination for such capital reallocation.​
👶 Favorable Demographics: With a large, young, and rapidly urbanizing population, India offers a growing labor force and an expanding consumer market, appealing to investors looking for long-term growth prospects.​

🏗️ Government Initiatives Enhancing Economic Fundamentals

🛠️ Structural Reforms: The Indian government has implemented various structural reforms aimed at improving the ease of doing business, enhancing infrastructure, and fostering a digital economy. These measures have strengthened economic fundamentals and increased resilience to global economic fluctuations.​
🏦 Policy Measures for Stability: Prudent fiscal and monetary policies have been employed to maintain economic stability, control inflation, and promote sustainable growth, further boosting investor confidence.​

📉 Diversification Benefits for Global Portfolios

🔄 Reduced Correlation with Western Markets: India's financial markets have historically exhibited a lower correlation with Western markets, providing diversification benefits to global investors seeking to spread risk across different geographies.​
🚀 Emerging Market Growth Potential: As an emerging market, India offers higher growth potential compared to many developed economies, making it an appealing component of a diversified investment portfolio, especially during periods of economic slowdown in the West.​

While the idea of a U.S. recession brings concern globally, for India, it might just be a trigger for growth acceleration and investment inflow. Bernstein’s call is clear—India stands ready to shine on the global stage.

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MARKETS

Stock markets experienced a notable downturn, snapping a seven-session winning streak. The BSE Sensex declined by 0.93% to close at 77,288.50, while the NSE Nifty 50 fell 0.77%, ending at 23,486.85. This decline was primarily driven by profit-booking activities among investors, heightened by uncertainties surrounding potential U.S. tariffs.bullish cues from IT heavyweights and profit booking in banking and metal counters.

The Indian rupee closed stronger at 85.7050 against the U.S. dollar, buoyed by robust foreign inflows and corporate repatriation.

_{Closing figures as on 26.03.25 (3.30pm IST)}

🔎 In Focus

Sectorial Performance:

🔹 Major Sectoral Losers:

🔻 Oil & Gas: The biggest drag of the day. Heavyweights like Reliance Industries and ONGC tumbled sharply. Reliance fell 0.96 %, largely due to global crude volatility and broader market weakness. ONGC fall 1.04%, extending its losses from the previous session.
🔻 Healthcare & Pharma: The sector saw widespread selling led by Sun Pharma, which dropped 0.33 % after profit-booking from recent highs.
🔻 PSU Banks & FMCG: Both witnessed marginal declines. Key names like SBI and ITC were under pressure. Investors booked gains after the recent rally in defensives. ​

✅ Telecom & Consumer Durables: Bharti Airtel led the charge with gains of over 0.47%, fueled by strong data demand expectations and 5G monetization outlook. Titan Company showed strength in the consumer durables segment, rising over 0.12%, ahead of the festive season and wedding demand expectations.

NIFTY 500: No Comments!

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 

🚗 Expansion: Maruti Suzuki is steering full throttle into the future with a massive ₹74.1 billion ($864 million) investment to build a third plant in Haryana! With a capacity boost to 750,000 vehicles annually by 2029, India’s top carmaker is eyeing both rising domestic and export demand.

📊 Power Picks: Goldman Sachs has unveiled its top 10 India stock picks, spotlighting giants like HDFC Bank, Titan, and M&M. These selections reflect strong fundamentals, long-term growth potential, and resilience in India's market landscape. Investors, this could be your ultimate watchlist!

❄️ Chill Factor: A recent study suggests that adopting more efficient air conditioners could be India's secret weapon against summer blackouts. By reducing energy consumption, these cooling systems can alleviate pressure on the power grid during peak heatwaves, ensuring a more stable electricity supply nationwide.

🏦 Turbulence: IndusInd Bank is navigating rough waters after uncovering a $175 million accounting discrepancy in its derivatives portfolio. In response, the bank raised $2 billion through market deposits in March to bolster its funding base and maintain liquidity. Despite these challenges, the Reserve Bank of India assures that IndusInd remains well-capitalized with a satisfactory financial position.

📡 Debt Free: Bharti Airtel is making bold financial moves by prepaying an additional ₹5,985 crore in high-cost spectrum liabilities and redeeming $1 billion in debt. This strategic maneuver aims to strengthen the company's balance sheet, reduce interest costs, and enhance financial flexibility for future growth initiatives.

📝 Order Wins

✅ Servotech Power Systems Ltd. has bagged its first-ever 2 MW rooftop solar project from North Eastern Railway’s Lucknow Division. This deal fuels Servotech's momentum in India's renewable sector, aligning with Indian Railways' green energy vision. A bright leap into solar for infrastructure!
✅Larsen & Toubro (L&T) lands its largest-ever offshore EPC contract from QatarEnergy LNG for the North Field gas project. This marks a colossal win in global hydrocarbon engineering, cementing L&T’s dominance in international energy infrastructure.
✅Bajaj Steel Industries secures a ₹43 crore export order for cotton ginning & pressing machinery. With deliveries planned over 6–9 months, the deal showcases India's leadership in agricultural machinery and Bajaj’s growing global footprint
✅ Ultracab (India) Ltd. signs a ₹9.7 crore annual rate contract with Adani Electricity Mumbai Ltd. to supply LT PVC cables till March 2026. This deal highlights Ultracab’s strong positioning as a trusted name in India's power distribution ecosystem.

ONEZERO-F ACADEMY

How Hidden Hormones Secretly Shape Your Trading Decisions

"The Hidden Hormonal Triggers That Control Your Trading Decisions" delves into the profound impact hormones have on traders' decision-making processes. It reveals how biological responses, often operating beneath our conscious awareness, can significantly sway financial choices, leading to potential pitfalls or successes in the trading arena.​

Key Factors:

✨ Cortisol – The Stress Hormone: Elevated cortisol levels during market volatility can heighten risk aversion, prompting traders to deviate from sound strategies. This stress-induced shift may lead to premature exit from trades or missed opportunities.​
✨ Dopamine – The Reward Chemical: The euphoria from successful trades releases dopamine, creating a feedback loop similar to gambling highs. This can drive overtrading and escalating risk-taking as traders chase the next 'win'.​
✨Testosterone – The Confidence Booster: Surges in testosterone, especially after profitable streaks, can inflate confidence and risk appetite, potentially leading to overly aggressive trading behaviors.​
✨Adrenaline – The Fight-or-Flight Instigator: Sudden market movements trigger adrenaline release, which may result in impulsive decisions driven by instinct rather than strategy.​
✨Serotonin – The Mood Stabilizer: Fluctuations in serotonin levels, influenced by prolonged losses or gains, can affect mood and outlook, impacting a trader's resilience and decision-making consistency.​

🧠 Practical Applications:

🌈 Stress Management: Incorporate relaxation techniques, such as deep breathing or meditation, to mitigate cortisol's impact during high-pressure trading scenarios.​
🌈 Structured Trading Plans: Develop and adhere to predefined trading strategies to counteract impulsive actions driven by hormonal fluctuations.​
🌈 Self-Awareness: Recognize personal hormonal responses to trading outcomes and implement checks, like peer reviews or automated systems, to maintain objective decision-making.​

By understanding and managing these hormonal influences, traders can enhance their decision-making processes, leading to more consistent and rational trading outcomes.

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Current price < 100 AND
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