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In a surprising twist, the Reserve Bank of India is set to buy ₹1.25 trillion in government bonds this May. Experts are calling it a “stealth rate cut”, a bold liquidity push that could quietly lower borrowing costs and reignite economic momentum. Is this the RBI’s new playbook for growth?

Let’s dive in!

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Today’s Market Menu

• Focal Point: Why Defence stocks are the new market Titans?

• Markets

• Everything else you need to know today

• Mindset: 10 Books that millionaires wish they Read earlier?

• Supercharge your Investing Skills with this Video

• Stock Screener to up your game

FOCAL POINT

Why Defence stocks are the new market Titans?

India’s defence sector just saw a breakout moment, with HAL, BEL, BDL, and Garden Reach rallying up to 12% in a single session.

This isn’t a flash rally, it’s powered by a solid trifecta:
✅ Strong earnings
✅ Large-scale government orders
✅ A national push for Atmanirbhar Bharat in defence manufacturing

The Ministry of Defence is doubling down on homegrown capabilities, awarding contracts for helicopters, missile systems, and radar tech. HAL leads the charge with recent wins in aviation, while BEL and BDL follow closely with next-gen defence tech deployments.

But here’s the kicker: analysts believe this momentum is structural, not seasonal. With increased capital allocation in the Union Budget, rising exports, and geopolitical urgency, defence is shaping up to be a core investment theme, not a tactical trade.

Is this the golden decade for defence-focused investors?
It just might be.

MARKETS

It was a mixed bag on today! While Sensex (+70 pts) and Nifty 50 (+7 pts) managed to stay in the green, the real show-stealer was Nifty Midcap 100, jumping +147.70 pts, reflecting bullish action in the broader market. However, Nifty Bank dipped slightly (-41 pts), signaling cautious sentiment in the financial space. Looks like investors are nibbling selectively while keeping an eye on sector trends.

_{Closing figures as on 29.04.25 (3.30pm IST)}

🔎 In Focus

Stock Performance:

Top Gainers

✅ Bharat Electronics (+3.95%) Defense play shines! Strong volumes and fresh buying interest lifted the stock smartly.

✅ Trent (+3.49%) Retail rally continues! Investors bet big on strong earnings momentum and expansion.

✅ Tech Mahindra (+2.31%) Tech turns trendy. Optimism around AI deals and margin recovery supported the surge.

✅ Reliance (+2.26%) Big boy flex! Energy buzz + retail updates keep Reliance bulls in action.

Top Losers

🔻 Coal India (-2.03%) Selling pressure builds as profit-booking kicks in post recent highs.

🔻 UltraTech Cement (-2.02%) Cement cracks! Weak demand outlook or rising input costs could be the drag.

🔻 ONGC (-1.96%) Oil & gas cool-off, investors trimmed positions amid global cues.

🔻 Sun Pharma (-1.96%) Pharma fatigue? Weak broader sentiment dragged this sector leader.

NIFTY 500: Equity Ekta 🤝

Q4 RESULTS

^{Click on company name for result pdf} 

FROM THE FRONTIER

Everything else you need to know today 

🚀 Surge: Like athletes fueling up before a marathon, Indian refiners are snapping up US crude ahead of pivotal May trade talks. It's a tactical play that signals India's growing muscle in global energy negotiations, and it might just reshape the oil supply map.

⚡ Smooth: Long EV road trips in India might soon be as carefree as Sunday drives. The government’s new plan for widespread fast-charging networks promises to erase charging worries, setting the stage for an electric revolution on the open road.

✨ Golden: This Akshaya Tritiya, gold isn’t just sparkling, it's blazing, having surged 68% in just a decade! As economic jitters brew, investors face a glittering question: play it safe with gold, or chase riskier bets?

✈️ Lift off: With trade talks looming, India is prepping to showcase its blockbuster Boeing orders as a sign of deepening ties with the US. Beyond aircraft, it’s a bold play to cement India's seat at the table in the next era of global aviation.

📈 Launchpad: Canara HSBC Life Insurance just filed for its IPO, eyeing a piece of India's fast-growing financial pie. With investors hungry for solid growth stories, this market debut could offer a rare window into the booming insurance gold rush.

📝 Order Wins

✅ Oriana Power wins a ₹21.65 crore EPC contract to build a 4 MWp solar plant (1.75 MWp carport + 2.25 MWp ground-mounted) at Kannur International Airport, Kerala, with 5 years of O&M, completion by FY26.

✅ NBCC secures a ₹130.58 crore project from NEEPCO to develop a township across 21.66 acres in Umsawli, Shillong, marking its entry into large-scale infrastructure.

ONEZERO-F ACADEMY

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SUPERCHARGE YOUR INVESTING SKILLS

Unlocking Investment Wisdom - With Howard Marks

STOCK SCREENER TO UP YOUR GAME

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