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The Indian economy is set for a strong momentum, with Moody’s forecasting over 6.5% growth in FY26 and Blackstone doubling down on its India investments. Meanwhile, the IT sector faces caution as Morgan Stanley downgrades Infosys, while major corporate moves-Indigo’s multi-million-dollar investment, IndusInd Bank's leadership shake-up, and BEL’s massive defense order-are shaping the financial landscape.

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Today’s Market Menu

• Focal Point: Starlink Blasts off in India with Jio & Airtel

• Markets

• Everything else you need to know today

• Mindset: 6 Personal Finance Habits Every Investor Should Adopt to boost Financial Success.

• Supercharge your Investing Skills

• Stock Screener to up your game

FOCAL POINT

Starlink Blasts off in India with Jio & Airtel

Imagine a cosmic handshake lighting up India’s digital skies—Elon Musk’s SpaceX has teamed up with two telecom titans, Reliance Jio and Bharti Airtel, to bring Starlink’s blazing-fast satellite internet to the world’s most populous nation. Announced in early March 2025, these partnerships follow Musk’s high-profile meetings with Indian leaders, promising to bridge the digital divide in remote corners under the ambitious Digital India banner. They’re not just business deals but game-changers for India’s telecom landscape, stirring excitement, rivalry, and a few regulatory headaches.

Let’s dive into the juicy details of these stellar collaborations:

🌐 Reliance Jio-Starlink Partnership (Announced March 12, 2025):

🔰 Jio, India’s telecom powerhouse, has struck a deal with SpaceX to roll out Starlink’s satellite internet, tapping into its vast network of thousands of retail stores to distribute devices directly to customers. It’s a bold move that could transform connectivity in rural India, but it’s also a head-scratcher—Jio will now sell and support a rival’s technology while competing with it, thanks to its own JioSpaceFiber ambitions. 

🔰 The agreement hinges on government approval, reflecting SpaceX’s strategic push to crack India’s tightly regulated market, where Musk’s 7,000+ Starlink satellites are itching to make an impact. 

🔰 Jio will handle installation and activation for Starlink gear, creating a seamless user experience, but the financial nitty-gritty remains under wraps. Sources call it a “low-cost entry model” for Starlink, hinting at Musk’s knack for scaling quickly in new markets. 

🔰 This partnership sparks intrigue: How will Jio balance being both a partner and competitor to Starlink, and what does it mean for India’s ongoing spectrum allocation debates, where Musk and Mukesh Ambani have clashed over fair play?

🌐 Bharti Airtel-Starlink Partnership (Announced March 11, 2025): 

🔰 Airtel, India’s second telecom giant, jumped in a day earlier, becoming the first to ink a Starlink deal—also pending regulatory nods. It’s a strategic play to leverage Airtel’s retail footprint and infrastructure to offer Starlink’s services to businesses and consumers, especially in underserved areas. 

🔰 This move intensifies the rivalry with Jio, positioning Airtel as a key player in the satellite internet race, building on its existing satcom efforts with partners like OneWeb. It’s a smart move to stay ahead in the broadband game, but it raises questions about how Airtel will differentiate itself from Jio’s offering. 

🔰 Like Jio, Airtel’s deal follows Musk’s recent powwow with PM Narendra Modi, signaling SpaceX’s aggressive push into India’s 1.4 billion-strong market, where affordable internet is king but regulatory hurdles loom large. 

🔰 The excitement is palpable, but so are the challenges—security concerns, spectrum allocation spats, and the need to keep pricing competitive in a market where Jio and Airtel already dominate with ultra-cheap 5G options.

🔰Together, these deals aren’t just about faster internet; they’re a high-stakes dance of innovation, competition, and geopolitics. With SpaceX’s global satellite dominance and India’s push for digital transformation, the stage is set for a thrilling showdown—but don’t blink, as regulatory twists and market dynamics could reshape the outcome faster than a Starlink satellite streaks across the sky!

ECONOMY

✅ February CPI core inflation at 4.0% Vs. 3.7% in January

✅ February CPI urban inflation at 3.32% Vs. 3.87% in January

✅ February CPI inflation at 3.61% Vs. 4.31% in January

✅ February CPI rural inflation at 3.79% Vs. 4.59% in January

✅ January industrial output rises 5% Vs. 3.2% in December Vs. Estimate of 3.5%

MARKETS

The stock market closed on a mixed note, with Sensex (-0.10%) at 74,029.76 and Nifty 50 (-0.12%) at 22,470.50, both facing mild selling pressure. Nifty Bank (+0.42%) at 48,056.65 was the standout performer, reflecting strength in banking stocks, while Nifty Midcap 100 (-0.57%) at 48,486.60 saw a sharp decline, indicating weakness in broader markets. Financial and auto stocks gained traction, whereas IT, telecom, and fintech stocks faced headwinds due to profit-booking and valuation concerns. The market remains in a sectoral rotation phase, with investors favoring selective growth opportunities.

_{Closing figures as on 12.03.25 (3.30pm IST)}

🔎 In Focus

Sector & Stock Performance

Top Gainers
✅ BSE Limited (+5.37%) - ₹4,014.40 Strong buying interest in exchange stocks as trading activity remains robust.

✅ IndusInd Bank (+4.38%) - ₹684.70 Banking sector strength continues, with private lenders seeing fresh inflows.

✅ Jio Financial (+3.66%) - ₹225.53 Rising traction in new-age financial services, benefiting from digital expansion.

✅ Adani Green Energy (+3.55%) - ₹853.45 Strong demand for renewable energy stocks, as government policies favor clean energy.

✅ Tata Motors (+3.12%) - ₹668.30 Auto sector resilience, driven by continued demand in EV and domestic markets.

Top Losers
🔻 LT Technology (-5.43%) - ₹4,390.65 IT stocks continue to see profit-booking, as global uncertainty impacts sentiment.

🔻 Indus Towers (-4.91%) - ₹324.65 Weakness in telecom infrastructure stocks, reflecting concerns over Starlink entry in India.

🔻 PB Fintech (-4.31%) - ₹1,405.70 Fintech stocks are struggling with valuation concerns, leading to sharp corrections.

🔻 Infosys (-4.26%) - ₹1,590.85 IT sector decline continues amid a slowdown in outsourcing demand.

🔻 Ramco Cements (-4.04%) - ₹820.10 Cement stocks are facing pressure due to rising input costs and demand uncertainty.

💸Rupee ends flat ahead of U.S CPI Data: $1=Rs.87.21

NIFTY 500: Better tomorrow?

Promoter Action

Stocks where Promoters Bought from Open Market

Institutional Action

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

FROM THE FRONTIER

Everything else you need to know today 

🌪️ Boomerang: Get ready for a thrilling twist in India’s mutual fund saga—February 2025 brought a 26% plunge in net equity inflows to ₹29,303 crore from January’s ₹39,688 crore, shaken by market volatility and investor caution. SIP contributions dipped slightly to ₹25,999 crore, hitting a three-month low, while the total AUM shrank 4% to ₹64.5 lakh crore, with mid-cap and small-cap funds seeing massive 34% and 35% inflow drops as investors play it safe.

🔥 Surge: Moody's Ratings projects India's economic growth to surpass 6.5% in the fiscal year 2025-26, up from 6.3% this year, driven by increased government capital expenditure and consumption boosts from tax cuts and interest rate reductions.

🚨 Alert: Morgan Stanley has raised concerns about the Indian IT sector's earnings outlook, downgrading Infosys to 'equal weight' due to anticipated slower revenue growth, while expressing a preference for TCS.

🚧 Expansion: IndiGo's Board has approved an investment of up to INR 3,940 million (approximately USD 45 million) in its wholly owned subsidiary, InterGlobe Aviation Financial Services IFSC Private Limited, to finance aviation assets and for general corporate purposes.

💥 Boom: Blackstone CEO Stephen Schwarzman expresses strong optimism about India's data center segment, highlighting substantial growth opportunities in the market.

🧠 Shake-Up: The Reserve Bank of India has asked IndusInd Bank's board to propose external candidates for the CEO and COO roles, following a one-year extension of the current CEO's tenure, indicating potential leadership changes.

💸 Fund Raising

✅ HUDCO Bond Allotment Committee has approved raising up to Rs 2,842.50 cr through unsecured, taxable, redeemable, non-convertible, non-cumulative debentures on a private placement basis.

📝 Order Wins

✅ BEL has secured a ₹2,463 crore contract from the Indian Air Force for the supply and services of Ashwini Radars, enhancing their order book to ₹17,030 crore for the current financial year.

✅ ​Premier Explosives Ltd has secured an international order worth ₹21.45 crore for the supply of defense explosives, to be delivered within five months.

ONEZERO-F ACADEMY

6 Personal Finance Habits Every Investor Should Adopt to boost Financial Success

Want to build wealth and secure your financial future? Adopting smart personal finance habits is the key from budgeting like a pro to making strategic investments, these six powerful habits will set you on the path to long-term financial success.

Let’s dive ⬇️

🎯 Budget Wisely: Emphasizes the importance of setting up a solid budget to control spending and save for investments.
🎯 Invest Regularly: Encourages consistent investments over time, helping build wealth and weather market fluctuations.
🎯 Diversify Your Portfolio: The article stresses not putting all your eggs in one basket, recommending diversification across asset classes to reduce risk.
🎯 Focus on Long-Term Goals: Highlights how focusing on long-term financial objectives can keep investors patient and less swayed by short-term market fluctuations.
🎯 Educate Yourself Continuously: Continual learning about personal finance and market trends is key to making informed investment choices.
🎯 Maintain an Emergency Fund: Advocates for building and maintaining an emergency fund to ensure financial security during unpredictable events.

SOCIAL MEDIA SPEAKS

Golden Opportunity for the Future?

SUPERCHARGE YOUR INVESTING SKILLS

The Most Eye Opening 70 Minutes Of Your Life - Warren Buffett

STOCK SCREENER TO UP YOUR GAME

Companies Doubling Assets in 3 Years or Expanding 50%+ in a Year

by Satya Prakash

(
(Sales growth 3Years > 12% AND
Net block > Net block 3Years back * 2)
OR
(Net block + Capital work in progress ) > 1.5 * (Net block preceding year + Capital work in progress preceding year )
)
AND
Sales last year  > 25 AND
Debt to equity < 3 AND
Market Capitalization > 25

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