India moves to counter U.S. Tariffs, $7.6B in trade at stake

Welcome Back Investor!

After a euphoric rally on Monday, the Indian stock markets took a sharp turn on Tuesday. The Sensex plunged over 1,000 points, and the Nifty slipped below the 24,700 mark. This sudden downturn was fueled by a combination of profit booking, rising U.S. Treasury yields, and easing tensions between the U.S. and China, which diverted foreign investment away from Indian equities.

Let’s dive in!

But before we start!

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Today’s Market Menu

▪️ Focal Point: India Moves to Protect $7.6B in Exports

▪️ Markets

▪️ Special: Eternal vs. Swiggy: Who’s Winning the Growth Game?

▪️ Everything else you need to know today

▪️ Phycology: The 30-Minute Daily Habit That Could Add Years to Your Life

▪️ Stock Screener to up your game

FOCAL POINT

India Moves to Protect $7.6B in Exports

In a decisive turn, India has informed the World Trade Organization (WTO) of its plan to impose counter-duties on U.S. imports worth nearly $7.6 billion. This is a direct retaliation to the U.S. reinstating 25% tariffs on Indian steel and aluminum, marking a serious flare-up in global trade tensions.

At the heart of this standoff lies a fragile yet vital trade relationship. Both economies benefit from billions in bilateral commerce, but this tit-for-tat could disrupt supply chains, inflate import-export costs, and challenge market access for businesses and startups on both sides.

🌏 Why It Matters:
For Indian and American startups, this evolving trade landscape could reshape sourcing strategies, operational budgets, and customer pricing models. It's not just about tariffs, it’s about economic positioning.

MARKETS

Indian markets witnessed a sharp slide on May 13, with the Sensex crashing 1,281 points (-1.55%) and the Nifty 50 losing 346 points (-1.39%), driven by heavy sell-offs across large-cap sectors. Banking stocks weren’t spared either, Nifty Bank dropped 442 points (-0.80%). However, midcaps showed resilience, with Nifty Midcap 100 closing in the green (+0.19%), signaling selective investor interest despite broader weakness. Overall, the market sentiment remained risk-averse with profit booking taking center stage after a recent high.

_{Closing figures as on 13.05.25 (3.30pm IST)}

🔎 In Focus

Stock Performance:

Top Gainers

✅ Bharat Electronics: (+4.01%) Bulls in action! Strong buying backed by robust defense order flows and positive management commentary.
✅ Hero Motocorp: (+1.97%) Auto stock on the move, buoyed by strong retail sales and hopes of rural demand revival.
✅ Jio Financial: (+1.71%) Momentum build-up continues with optimism around digital finance and expansion strategy.
✅ Dr Reddy’s Labs: (+0.96%) Pharma steady, stock gained on investor interest in defensives amidst market volatility.

Top Losers

🔻 Infosys: (-3.58%) Tech took a hit! Heavy profit booking post recent highs dragged Infosys down, with high volumes showing exit pressure.
🔻 Power Grid Corp: (-3.43%) Weak sectoral sentiment in utilities and rising bond yields likely weighed on this defensive stock.
🔻 Eternal: (-3.28%) High delivery volumes suggest institutional unwinding. Traders stayed cautious amid overall market weakness.
🔻 HCL Tech: (-3.04%) Another tech casualty. Global IT outlook concerns and muted Q4 expectations continue to pressure the stock.

NIFTY 500: Profit Booking

SPECIAL

Eternal vs. Swiggy: Who’s Winning the Growth Game?

India’s food delivery titans are chasing growth, but profitability remains elusive. Eternal (formerly Zomato) posted a 73% YoY revenue spike in Q4, but profits dropped 78% to ₹39 crore. Swiggy grew 24%, yet its losses soared to ₹1,081 crore.

The battleground? Quick commerce. Eternal’s Blinkit and Swiggy’s Instamart are locked in a costly 10-minute delivery war, draining margins while fueling market share grabs.

Q4 RESULTS

^{Click on company name for result pdf} 

FROM THE FRONTIER

Everything else you need to know today

🌧️ Downpour: Delhi and Mumbai faced intense rainfall with over 50 mm recorded in parts of Delhi, causing severe traffic jams and waterlogging in major areas like RK Puram and Andheri.

💊 Prescription: Trump’s proposed “Most Favored Nation” pricing policy may slash U.S. drug prices, Nomura warns Sun Pharma, with ~30% revenue from U.S., faces the sharpest impact.

🚚 Pivot: Flipkart is likely scaling quick-commerce to just top metros like Bengaluru, Mumbai, and Delhi to cut high logistics costs, focusing instead on profitability over speed.

📊 Upgrade: Nuvama estimates that Paytm and Nykaa’s potential MSCI inclusion in May 31’s reshuffle could bring $185–200M in inflows, driven by rising market cap and liquidity.

ONEZERO-F ACADEMY

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🧠 Books: The Ultimate Brain Booster

Reading engages multiple cognitive functions, imagination, memory, reasoning, and comprehension, boosting what neuroscientists call cognitive reserve, the brain’s ability to delay the effects of aging. This regular mental stimulation strengthens neuroplasticity, helping your brain remain adaptable and resilient well into later life.

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STOCK SCREENER TO UP YOUR GAME

Near Breakout stocks in uptrend

by Piyush

100*((High price - Current price)/High price ) < 10 AND
100*((High price - Current price)/High price ) > 0 AND
100*(Current price/ Low price - 1) > 100 AND
Current price > 10 AND
Volume > 100000 AND
Debt < Reserves AND
DMA 50 > DMA 200 AND
( VOLUME > VOLUME 1WEEK AVERAGE OR VOLUME > VOLUME 1MONTH AVERAGE ) AND
(CHANGE IN FII HOLDING > 0% OR CHANGE IN DII HOLDING > 0%)

Thanks for reading.

Until tomorrow!

Mohit & the OneZero-F team

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