US & China Slash Tariffs by 115% in Surprise 90-Day Trade Truce

Welcome Back Investor!

In a move that’s sent shockwaves through global markets (in a good way), the US and China have agreed to drastically slash import tariffs by 115% for the next 90 days. Announced after intense negotiations in Switzerland, this historic truce is the first major breakthrough since the trade war era, and it’s already sparking optimism worldwide. With tariffs tumbling and diplomacy rising, markets are cheering, gold is dipping, and the path to long-term trade peace may finally be opening.

Let’s dive in!

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Today’s Market Menu

▪️ Focal Point: US-China Reach 90-Day Tariff Truce Amid Global Trade Tensions

▪️ Markets

▪️ Everything else you need to know today

▪️ Strategy: How to Know If You're Secretly on the Path to Wealth

▪️ Stock Screener to up your game

FOCAL POINT

US-China Reach 90-Day Tariff Truce Amid Global Trade Tensions

In a major diplomatic breakthrough, the US and China have agreed to drastically reduce reciprocal import tariffs by 115% for a 90-day window, starting May 14. The deal, announced after high-stakes talks in Switzerland, marks the first formal dialogue between the two nations since President Trump imposed steep tariffs that rattled global markets and threatened to derail trade.

The temporary truce will see US tariffs on Chinese goods drop from 145% to 30%, while China will reduce its 125% levy on American imports to just 10%. However, the US deal includes an added push for Beijing to crack down on illegal fentanyl exports, signaling deeper geopolitical priorities beyond trade.

US Treasury Secretary Scott Bessent emphasized that neither nation seeks economic decoupling. "The consensus is we want trade, not an embargo," he said. China echoed this sentiment, calling the deal a step toward resolving differences and deepening cooperation.

Markets responded positively: Hong Kong’s Hang Seng rose 3%, while early indicators showed a strong US market open. Gold prices, a recent safe-haven asset, dipped 3% following the news.

Both countries will now establish a bilateral mechanism led by Bessent and China’s Vice Premier He Lifeng to continue negotiations in a spirit of “mutual respect and cooperation,” aiming for long-term trade stability.

MARKETS

May 12 turned out to be a blockbuster day for Indian markets! Sensex zoomed 2,975 points (+3.74%) to close at a record 82,429, while Nifty 50 surged 916 points (+3.82%) near the 25,000 mark. The momentum wasn’t limited to large-caps, Nifty Midcap 100 jumped +4.12%, and Nifty Bank rallied +3.34%. The broad-based buying across indices signals strong investor confidence and aggressive bullish sentiment.

_{Closing figures as on 12.05.25 (3.30pm IST)}

🔎 In Focus

Stock Performance:

Top Gainers

✅ Infosys: Up ₹119.30 +7.91% IT giant leads the charge with heavy volumes, investors bullish post earnings optimism!
✅ Adani Enterprises Up ₹174.30 +7.74% Strong buying amid positive sentiment on infra and green energy prospects.
✅ Shriram Finance Up ₹44.50 +7.40% NBFC space buzzes with action, Shriram rides on credit growth momentum.
✅ HCL Tech: Up ₹100.90 +6.43% Tech stocks shine bright, HCL gains on deal wins and sector-wide rally.

Top Losers

🔻 IndusInd Bank: Down ₹29.70 -3.63% Bucked the banking trend, profit booking or concerns over asset quality?
🔻 Sun Pharma: Down ₹58.60 -3.36% Pharma lagged the rally, likely hit by margin worries or valuation pressure.

NIFTY 500: Upbeat Vibes 😄

Q4 RESULTS

^{Click on company name for result pdf} 

FROM THE FRONTIER

Everything else you need to know today

🏦 Relief: Public sector giants like BoB, PNB, and Canara Bank just slashed lending rates, meaning lower monthly payments for millions of borrowers starting this month.

💊 Pressure: A new US order aims to slash medicine costs by up to 80%, hitting exports and wiping value off big names like Sun Pharma and Biocon.

🏗️ Unlock: Raymond is splitting its empire, Shareholders get a 1:1 stake in the newly demerged Raymond Realty, mark your calendars for May 14.

🛰️ Eyes: India’s watching, closely, After Operation Sindoor, the government’s pumping $3B into satellite surveillance with 52 new birds in the sky. National security goes next-gen.

ONEZERO-F ACADEMY

How to Know If You're Secretly on the Path to Wealth

Wealth isn’t always loud. It doesn’t flash gold watches or scream success. Sometimes, it’s found in quiet habits, invisible choices, and long-term thinking.

Here are the subtle signs you’re on the right path:

1. You live below your means: You spend intentionally, not impulsively, choosing financial peace over temporary pleasure.

2. You pay yourself first: Before paying bills or splurging, you invest in your future, you see savings as non-negotiable.

3. You’re always learning: You treat knowledge like compound interest, each new skill adds leverage to your future.

4. You know the difference between assets and liabilities If it drains money, you avoid it. If it builds wealth, you pursue it.

5. You take calculated risks You don’t fear risk, you analyze it, prepare for it, and use it as a growth tool.

6. You set long-term goals: Your vision extends beyond next month, you plan in years, not weekends.

7. You embrace discomfort: You know growth feels awkward, but you lean in anyway, that’s where real change begins.

8. You delay gratification: You skip instant rewards today for exponential returns tomorrow.

9. You surround yourself with growth-minded people: You choose circles that challenge your thinking and raise your standards.

10. You stay consistent: You show up, even when it’s boring, because success loves routine more than luck.

🎯 If this feels familiar, you’re not just surviving, you’re silently building a future most only dream of.

SUPERCHARGE YOUR INVESTING SKILLS

When God is About to Give You Something Big | Napoleon Hill

STOCK SCREENER TO UP YOUR GAME

High Quality Businesses

by Sunny

Profit growth 3Years > Sales growth 3Years  AND
Sales growth  > 10 AND
Return on capital employed > 20
AND
Debt to equity <0.25 AND
Market Capitalization >1000 AND
PEG Ratio <2

Thanks for reading.

Until tomorrow!

Mohit & the OneZero-F team

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