_Markets open today_
▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬
📊 *ECONOMY & POLICY*
▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬
🏦 *Parliament clears MSME payment-delay bill*
The Lok Sabha passed the MSME Development (Amendment) Bill, 2026 without debate on August 7, mandating faster dispute resolution, TReDS-based payments for PSU procurement, and interim payouts if appeals drag past six months.
Small-business liquidity should improve — a tailwind for NBFCs and TReDS platforms exposed to MSME receivables financing.
📎 _Read: Business Standard_
📈 *ARC bad-loan purchases jump 56% in Q1*
Asset reconstruction companies bought Rs 26,304 crore of stressed assets in Q1, up 56% YoY, as the system-wide NPA ratio keeps trending down.
Cleaner bank balance sheets support credit growth and valuation multiples for lenders heading into H2.
📎 _Read: Economic Times_
▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬
🌍 *GLOBAL & WORLD*
▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬
🔥 *Netanyahu rejects Trump’s Gaza plan; Hormuz standoff drags on*
Israel’s PM ruled out a Palestinian state “as long as I am PM,” while Iran has laid out fresh conditions for reopening the Strait of Hormuz.
Middle East risk stays elevated into the new week — a direct pressure point on crude and India’s import bill.
📎 _Read: NDTV Profit_
💡 *Berkshire turns net equity buyer after 14 quarters*
Under new CEO Greg Abel, Berkshire spent nearly $20bn on stock purchases and $4.5bn on buybacks in Q2, cutting its cash pile to $365.5bn; Alphabet entered its top-five holdings.
A global risk-appetite signal worth watching as EM allocators reassess positioning.
📎 _Read: Economic Times_
▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬
_Compiled by InvestoScope · 10 Aug 2026_