Welcome Back Investor!

Get ready for a rollercoaster ride across policy shifts, bullish bets, and startup dreams! As Trump gears up to unveil his ‘Liberation Day’ tariff bombs, India braces for impact-but it’s not all doom and gloom. From Vodafone Idea upgrades and factory booms to $100B tech IPO dreams, private credit plays, and import liberalization talks, this week’s pulse is all about adapting fast, investing smart, and looking ahead.

🔍Dive into today’s top stories and stay ahead of the curve!

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Today’s Market Menu

• Focal Point: Trump’s Tariff Playbook Hits India

• Markets

• Everything else you need to know today

• Psychology: The ultimate guide to breaking the Paycheck-to-Paycheck cycle

• Supercharge your Investing Skills with this Video

• Stock Screener to up your game

FOCAL POINT

Trump’s Tariff Playbook Hits India

As U.S. President Donald Trump prepares to announce a series of 'reciprocal tariffs' on April 2, dubbed 'Liberation Day,' India faces potential economic repercussions across multiple sectors. The impending tariffs aim to match the duties that other countries impose on U.S. exports, potentially affecting India's trade dynamics significantly. ​

Key Points:

1. Sectors at Risk: Indian industries such as agriculture, pharmaceuticals, electronics, and gems and jewelry are particularly vulnerable. For instance, the agriculture sector faces a tariff differential of 55.6%, making it a prime target for increased U.S. duties. ​

2. Economic Impact: Analysts predict that India's exports to the U.S. could decline by $6–7 billion, potentially reducing India's GDP by 0.1% to 0.2%. ​

3. Government Strategy: India is considering reducing tariffs on specific U.S. imports, such as agricultural products and pharmaceuticals, to mitigate the impact. Additionally, increasing crude oil imports from the U.S., which currently constitute 31% of India's total U.S. imports, is being explored as a strategic move. ​

4. Diplomatic Engagements: Recent negotiations between Indian officials and their U.S. counterparts have focused on addressing trade imbalances and seeking exemptions from the impending tariffs. ​

5. Market Reactions: The Indian rupee has shown volatility in anticipation of the tariff announcement, reflecting investor concerns about potential trade disruptions. ​

As the situation unfolds, India's approach involves a combination of diplomatic negotiations and strategic economic adjustments to navigate the challenges posed by the U.S.'s new tariff regime..​

Elon Dreams, Mode Mobile Delivers

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Thankfully, a new smartphone company is stepping up to deliver the mind-blowing moments we've been missing.

Turning smartphones from an expense into an income stream, Mode has helped users earn an eye-popping $325M+ and seen an astonishing 32,481% revenue growth rate over three years.

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_{*An intent to IPO is no guarantee that an actual IPO will occur. Please read the offering circular and related risks at invest.modemobile.com.
*The Deloitte rankings are based on submitted applications and public company database research.}

MARKETS

​After a significant drop on April 1, India's benchmark indices, the BSE Sensex and NSE Nifty50, closed higher on April 2, 2025. The Sensex rose by 593 points, ending at 76,617.51, while the Nifty50 climbed 166.65 points to close at 23,332.35. This recovery was driven by gains in IT and banking stocks, notably Zomato, which surged 5%, and Titan Company, up by 4%.

_{Closing figures as on 02.04.25 (3.30pm IST)}

🔎 In Focus

Sectorial Performance:

📊 FMCG: Tata Consumer Products surged nearly 7% after Goldman Sachs upgraded the stock with a new target price of ₹1,200. A big win for the consumer staples space!

💎 Consumer Durables: Titan Company sparkled with strong gains, driving optimism in the durable goods segment and reflecting positive consumer sentiment.

🏢 Realty: The Nifty Realty index soared 3.61%, indicating renewed investor interest in the real estate sector, supported by low-interest expectations and urban demand.

✅ Top Gainers

📦 Tata Consumer Products: Shot up 7.10% to ₹1,062.70-biggest gainer of the day after bullish brokerage calls.

🍴 Zomato: Rallied 4.96%, showing strong momentum and sustained interest in food tech.

🚗 Maruti Suzuki: Gained 2.05% to ₹11,716.10 as auto demand remains resilient and investor outlook improves.

🔻 Top Losers

🔌 Bharat Electronics Ltd (BEL): Fell 3.29%, becoming the biggest loser among Nifty 50 constituents amid profit booking.

🥫 Nestle India: Faced selling pressure despite sector strength; a rare underperformer in FMCG.

🏗️ Larsen & Toubro (L&T): Dropped 0.49% to ₹3,419.90, underwhelming against infrastructure peers.

NIFTY 500: Moody Bull 🐮

Promoter Action

_{Stocks where Promoters Bought/Sold from Open Market}

Institutional Action

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

FROM THE FRONTIER

Everything else you need to know today 

🚀Surge: Global brokerage firm CLSA has elevated Vodafone Idea's rating to 'Outperform' from 'Underperform,' increasing the target price to ₹10 per share. This optimistic outlook stems from the government's decision to convert spectrum dues into equity, enhancing the company's financial stability and cash flow.

📈Boom: India's manufacturing activity surged in March, achieving its fastest expansion in eight months. The HSBC India Manufacturing PMI climbed to 58.1, driven by robust domestic demand and increased output, signaling a strong economic rebound.

🦄Unicorns: Over 36 Indian tech startups, collectively valued at $100 billion, are preparing to go public by 2027. This anticipated wave of IPOs reflects the burgeoning strength and maturity of India's tech ecosystem.

💰Invest: Kotak Alternate Asset Managers Ltd. aims to raise up to $2 billion for a new private credit fund in India. The fund will offer diverse financing options with expected returns of 18%-20%, tapping into the growing demand for private credit solutions.

💻Shift: The Indian government is contemplating the removal of import restrictions on personal computers and laptops. This move could enhance market accessibility and consumer choice in the technology sector.

📝 Order Wins

✅GPT Infraprojects Ltd has secured a massive ₹481.11 Cr EPC contract from South Eastern Railway for the construction of Bridge No. 57 over the Rupnarayan River and Kolaghat Station on the Howrah-Kharagpur route.

✅NBCC Ltd: has secured ₹215.63 Cr worth of PMC contracts-₹166.93 Cr for Central University of Haryana infra and ₹48.70 Cr for WRPC office redevelopment in Mumbai.

✅Refex Green Power Ltd: a unit of Refex Renewables, won a ₹65.07 Cr project from Salem Municipal Corp. to set up a 200 TPD Bio-CNG plant under a 20-year PPP-DBFOT model.

✅Focus Lighting and Fixtures Ltd: has bagged a ₹2.13 Cr order (excl. GST) from Lightalive Solutions Pvt. Ltd. for the manufacture and supply of lighting fixtures over the next 2 years.

💰 Fund Raising

✅Super Crop Safe Ltd: has approved a Rights Issue of fully paid-up equity shares worth up to ₹32 Cr to existing shareholders and formed a committee to finalize terms like price, ratio, and record date.

ONEZERO-F ACADEMY

The Ultimate Guide to Breaking the Paycheck-to-Paycheck Cycle

Struggling to stretch your rupees until the next payday? You're not alone-but there's a smarter way forward. This ultimate guide shares 5 powerful steps to break free from the paycheck-to-paycheck cycle and start building real financial freedom.

Ready to take control of your money? Let’s dive in! 💸 

1. Establish and Adhere to a Budget:

🧾 Track Your Spending: Monitor daily expenses to identify areas where money is being spent unnecessarily.​
📊 Categorize Expenses: Divide spending into fixed (rent, utilities) and variable (entertainment, dining out) to better understand financial habits.​
🎯 Set Spending Limits: Allocate specific amounts to each category and commit to not exceeding these limits.​

2. Prioritize Savings – 'Pay Yourself First':

🔁 Automate Savings: Set up automatic transfers to a savings account each payday to ensure consistent saving.​
🌱 Start Small: Even modest contributions can accumulate over time, fostering a savings habit.​
📈 Increase Over Time: As income grows or debts decrease, consider increasing the amount allocated to savings.​

3. Build an Emergency Fund:

💵 Aim for 3-6 Months' Expenses: This fund acts as a financial buffer against unexpected events like medical emergencies or job loss.​
🏦 Use a Separate Account: Keeping this fund separate from regular savings can reduce the temptation to dip into it for non-emergencies.|
♻️ Replenish When Used: If you need to use these funds, prioritize replenishing them as soon as possible.​

4. Reduce High-Interest Debt:

📋 List Debts by Interest Rate: Focus on paying off debts with the highest interest rates first, as they cost more over time.​
🔄 Consider Consolidation: Combining debts into a lower-interest loan can simplify payments and reduce interest charges.​
🚫 Avoid New Debt: While paying down existing debts, strive to avoid accumulating new high-interest debts.​

5. Explore Additional Income Streams:

💡 Side Hustles: Consider part-time work or freelance opportunities that align with your skills and interests.​
🧹 Sell Unused Items: Declutter and sell items you no longer need to generate extra cash.
📚 Invest in Skills: Enhancing your skill set can lead to higher-paying job opportunities or promotions.

SUPERCHARGE YOUR INVESTING SKILLS

Make money in the upcoming recession | Akshat Shrivastava

STOCK SCREENER TO UP YOUR GAME

Companies at low PE but had higher PE historically.

by Pratyush

Price to Earning < 10 AND
Historical PE 5Years > 5 AND
Dividend yield > 0 AND
Debt to equity < 1

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Mohit & the OneZero-F team

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