The Repo Rate Hike: Inflation Gave the Cover, the Rupee Gave the Reason

By -
Image
SumanSpeaks Independent Capital Markets & Geopolitical Intelligence RBI Policy Decoded The Repo Rate Hike: Inflation Gave the Cover, the Rupee Gave the Reason The RBI raised the repo rate by 25 basis points to 5.50 percent on 7 October 2026. With the rupee at ₹96.78 to the dollar, the Fed at 3.75–4.00 percent and bank credit growing near 18 percent, the fuller story is bigger than August CPI of 4.8 percent. The Reserve Bank of India raised the repo rate by 25 basis points to 5.50 percent on 7 October 2026. It is the first hike since February 2023, and the stance has moved from neutral to calibrated tightening. The rate decision was unanimous. The Governor cited inflation. The Monetary Policy Committee said the inflation outlook is no longer as comfortable as it was last year, and near-term rate cuts were taken off the table. That is the official story, and it is not wrong. But it is incomplete. Look at what surrounds the decision: a rupee near its record...
Post a Comment
By -
As a Surveillance measure, the companies Mega Corporation Ltd. (Scrip code:531417) and IFSL Ltd. (Scrip code:531998) will be shifted to “Z” group with effect from Tuesday, August 29, 2006. IFSL Ltd. should have have been moved to the "Z" group long back, due to its involvements in ramping up the price of its shares by presenting false information on its balance sheet. I do not know how far SEBI has suceeded in filtering out such bogus managements of companies and dumping them in Z-groups. Many such companies which are still ruling the bourses and needs to be transferred to "Z" Group are:
Aditya International Ltd, Trijal Industires Ltd, G V Films Ltd, Oasis Media Ltd, K C Bokadia Films Ltd (This is now only a software company, K C Bodia has left the company, but the name still remains due to some unknown reasons), Jhagadia Copper Ltd (Fomerly SWIL, the company is known to flout all the dislosure norms but still is a darling of many investors), Metalman Industries Ltd (The company for a long time has not been presenting results on the BSE site, inspite of assurance given earlier), Trinity Bio Ltd, Kohinoor Broadcasting Ltd, Assam Company Ltd, Sarang Chemicals Ltd, McNally Bharat, Zyden Gentec Ltd, Jainco Projects Ltd, Shakun Construction Ltd, Spectra Industries Ltd, Super Bakers Ltd, Alka India Ltd, G R Cables Ltd, Elnet Technolgies Ltd, Reliance Infrastructure Ltd, RNRL, IT People Ltd, Essar Oil, Essar Steel Ltd, Ispat Industries Ltd, Welspun India Ltd, Landmarc Leisure Ltd, Abee-Info-Consumables Ltd(This Pune based company is known to have one of the worst managements in the circuit), NEPC Ltd, Nila Infrastructure, etc.
Change in Circuit Filters:
Trading Members of the Exchange are hereby informed that the Circuit Filters have been changed from their existing levels in the below mentioned scrips with effect from August 24, 2006. 1. 531279----> Trishakti Electronics & industries--> 5 % 2. 532646----> Uniply Industries Ltd --->10%
3. 532696-----> Educomp Solutions Ltd ----->10%
4. 503699------> Geodesic Information Systems Ld---> 10%
5. 532608-------> Decccan Chronicle Holding Ltd ---->10%
6. 532684--------> Everest Kanto Cylinders Ltd --->10%
7. 532686----------> Kernex Micro Systems Ltd----> 10%
8. 532706-----------> Inox Leisure Ltd----> 10%
9. 517206------------> Lumux Industries Ltd----> 10%
10. 532210 ----------->City Uniion Bank----> 10%
Trading Members of the Exchange are hereby informed that the Circuit Filters have been changed from their existing levels in the above mentioned scrips with effect from August 24, 2006. [With Inputs From the BSE web-site]
Best wishes, Suman Mukherjee,
India.
Note: Since I have removed Google ads from my site due to their low productivity, Google is causing all sorts of trouble to this blog. So long as I write this message at the end of each posting, there is less trouble; but as soon as I remove this note, all sorts of problem starts. Google has already made some cosmetic changes in my blog without informing me. Hence if u cannot open in a normal way please use this diverted way by clicking on : www.pkblogs.com/sumanspeaks.

Comments

Post a Comment

Popular posts from this blog

By -
Image
Critical Red Flags at Rajesh Exports Ltd – Shift to Z Group Signals Deep Governance Issues. ~Sumon Mukhopadhyay. ------------------------------------ Company: Rajesh Exports Ltd (Rs.180.35). Date: January 5, 2026. Subject: Non-Compliance Leading to Z Group Classification and Investor Risks. =============== Executive Summary: A Major Regulatory Warning: As of early January 2026, Rajesh Exports has been reclassified into the Z Group (BZ Series) on both BSE and NSE. This punitive category is reserved for companies with serious compliance failures. The primary trigger: Persistent delay in submitting the Reconciliation of Share Capital Audit Report (required under Regulation 76 of SEBI's Depositories and Participants Regulations) for multiple consecutive quarters, including those ended June and September 2025. This isn't just administrative oversight—it's a serious red flag indicating potential mismatches between issued shares, demat holdings, and company record...
Read more
By -
Image
Hikaru Nakamura and Atousa Pourkashiyan: A Checkmate in Love – A Grand Union Forged on the 64 - Squares.... Introduction: Hikaru Nakamura, a name synonymous with modern chess, is a prodigy-turned-legend whose brilliance has redefined the contours of the game.  A five-time U.S. Champion, his fearless strategies and dynamic online presence have made him an unparalleled force in the chess world. In 2023, however, the grandmaster made headlines for a personal milestone: his marriage to the courageous and equally accomplished chess player, Atousa Pourkashiyan. Atousa, a Women's Grandmaster (WGM), is a celebrated chess player and a symbol of resilience. Her bold decision to compete without a hijab during the 2022 World Rapid and Blitz Championship became a landmark moment in the global spotlight. This act was a direct expression of solidarity with the Mahsa Amini protests in Iran, where women have continued to fight against oppressive mandates, demanding the freedom to choose their attir...
Read more
By -
Image
SYRMA SGS Technology Ltd (Rs.611); P owering Growth Through Data Centers and Medical Devices with Its New Pune Facility. Introduction : Syrma SGS Technology Ltd (Rs.611) is making strategic moves in high-growth sectors such as data centers and medical devices, positioning itself as a leader in the electronics manufacturing industry.  The company's newly inaugurated Pune facility is set to become a key driver of revenue growth and market expansion. This development not only supports Syrma’s commitment to the data center and healthcare industries but also enhances shareholder value through innovation and scalability. Photo : Business Line. ---------------------------------- Key Facility Details: Revolutionizing Operations Facility Scale: Spanning 26.5 acres, the new campus is designed to support 1.20 million square feet of manufacturing space, with 60,000 square feet operational in Phase 1. Investment : ₹150 crore in Phase 1, with further investment planned to scale operations. Job C...
Read more