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The Indian equity markets are showing a recovery, with the Nifty rebounding but still trading below the 20-day moving average at 22,750. The Bank Nifty is also facing resistance. An uptrend is only expected if Nifty surpasses 22,750 and Bank Nifty breaks above 48,650.

Howard Marks asserts that fixed-income investments are currently very competitive, with high-yield bonds and private credit offering higher returns compared to equities. He suggests that investors should consider rebalancing their portfolios due to changing rate environments and lower projected returns from equities.

The dollar weakened significantly last week due to concerns about the U.S. labor market and global trade tensions. Investors moved to safe-haven currencies like the yen and Swiss franc. The euro strengthened, dollar positions reduced, and U.S. job growth showed some cracks. Markets anticipate potential Federal Reserve rate cuts amid uncertainties around tariffs.

Markets remain unpredictable, however, Marks emphasized that disciplined investing in quality assets, recognizing cycles, and balancing risk can lead to long-term gains.Here are the key takeaways from his interaction:

Tata Power s arm Tata Power Renewable Energy has signed a memorandum of understanding (MoU) with the government of Andhra Pradesh to collaborate on renewable energy projects in the state.

Key factors to watch include fresh updates on tariff negotiations, geopolitical tensions, and their impact on the movement of the US dollar and crude oil prices.

The collapse of ATM service provider AGS Transact is causing widespread disruptions, affecting major banks like SBI, ICICI Bank, and Axis Bank. SBI is the most impacted with 14,000 unserviceable ATMs, while ICICI Bank and Axis Bank are migrating their ATMs to other service providers to mitigate the issues.

India s housing finance market is projected to exceed 81 lakh crore within five years, driven by structural factors and government incentives. Banks dominate the market with a 74.5% share, while HFCs have maintained their presence. The growth is supported by increasing ticket sizes and robust equity inflows, highlighting consistent expansion in housing finance.

The combined margin trading fund (MTF) book on the NSE and BSE has shrunk by ₹15,000 crore since January 1 and ₹5,000 crore in the past week. MTF is a system allowing investors to borrow to buy shares they cannot afford and it stood at ₹71,500 crore on Friday.

The dollar index is used to measure the US currency s strength against a basket of six currencies: the euro, Swiss franc, Japanese yen, Canadian dollar, British pound and Swedish krona.